Our Services

Fee-Only Financial Planning

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

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. 

Comprehensive Wealth Management

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 compliments all other income sources and reduces the worry of short-term volatility in the markets.

The Foundry Plan Components

Overall Planning Needs

Family Dynamics

Determine Core Values

Organizing Financial Picture

Analysis & Recommendations

Education

Prioritize Goals

College Funding

Retirement Planning

Social Security strategies

Sustainable withdrawal strategies

Required distributions

Roth conversion

Tax sensitive income coordination

Risk Management

Estate Planning oversight

Long term care planning

Life Insurance analysis

Family Gifting strategies

Charitable Planning

Investment Management

Tax-efficient asset location

Asset allocation

Systematic Rebalancing

Risk Analysis

ESG Investing


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

kevin@foundryadvisors.com | (603) 397-3831