Let’s build your Financial Foundation

We’re here to help you thrive

At Foundation Wealth Strategies, we help clients grow their money with tools that support their life today, not just someday. We specialize in predictable, reliable strategies and retirement income planning that prioritize long-term impact and short-term peace of mind.

Services

Bank on Yourself Strategies

Bank On Yourself® type policies can play a key role in your financial foundation. Receive more assurance of safety and growth compared to conventional investments to help you achieve your financial goals.

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Financial Strategy for Business Owners & Investors

We help business owners and real estate investors protect what they’ve built and plan for long-term success. From key person insurance to cash flow and succession planning, we create clear, customized strategies that support growth and financial stability.

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Retirement Income Planning

Turn your savings into reliable, tax-efficient income that lasts. Whether you're nearing retirement or already there, we create customized strategies to ensure you don’t outlive your money and that your lifestyle stays secure.

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Disability and Long-Term Care Insurance

Plan for the unexpected so your income, assets, and family are protected. With tailored disability and long-term care solutions, we ensure you’re prepared if health issues interrupt your ability to work or require extended care without derailing your financial future.

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Financial Coaching

Financial coaching offers one-on-one support tailored to your goals, challenges, and stage of life. Whether you're just starting out, managing debt, or looking to grow your wealth, we help you build a strategy you understand and can follow with confidence. Together, we focus on clarity, control, and real progress toward the life you want.

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College & Education
Funding

Create flexible, tax-efficient strategies to fund education without sacrificing other financial goals. Whether you're planning for a child’s future or your own continuing education, we’ll build a plan that balances cost, control, and peace of mind.