67 Water Street
Foundry Academics provides clients two service models to meet their financial goals. All clients receive the Advice-Only Financial Planning service that is the cornerstone of our relationship. We provide investment management service only for clients that desire to have some or all of their investment portfolio managed.
Advice-Only financial planning is a process of understanding and analyzing a client or families total financial picture and then creating a clear action plan to meet your goals. We look at ten key areas of personal finance including retirement income, taxes, estate planning, and long term care. Specific areas of focus: Advice-Only Client Services List
Upon the establishment of the financial planning relationship, we meet every spring and fall to review and update goals and uncover new opportunities to address. Early in the year we look at key metrics for the year and review the progress over the previous year. In the fall, we address year-end planning and prepare for upcoming year's goals.
With Advice-Only financial planning we consider how your investment portfolio is working towards your goals but we aren't managing the portfolio.
For clients that desire the features of the Advice-Only Financial Planning offer with the implementation, oversight and day-to-day investment management of their assets. Our portfolios favor an index-based strategy to keep investment costs low. As the markets, economy and political climates evolve, we ensure that risks are identified and portfolios are reviewed as needed.
The short and long-term tax consequences of investment adjustments are consistently evaluated and coordinated with your tax advisors.
Upon retirement, we create a game plan for cash flow that is designed to compliment all other income sources and reduce the worry of short-term volatility in the markets.
Determine Core Values
Organizing Financial Picture
Analysis & Recommendations
Social Security strategies
Sustainable withdrawal strategies
Tax sensitive income coordination
Estate Planning oversight
Long term care planning
Life Insurance analysis
Family Gifting strategies
Tax-efficient asset location
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