Financial decisions occur every day in our lives. Are you making the proper decisions for your family and your future? Ongoing planning services will allow you to partner with a financial professional who can guide you through each decision.
Foundations Financial Planning, LLC (“FFP”) is a registered investment adviser offering advisory services in the State of Missouri and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of FFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Additionally, we recommend you compare any account reports from FFP with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.foundationsfinance.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.