As a public school district employee, you may face unique retirement planning and financial wellness challenges that require specialized support and guidance. At Rise North Capital, we understand that your retirement situation can be more advanced or complex than many other professions, and that you may have limited access to financial resources.
Our team has extensive experience in working with public school district employees, ranging from administrators to teachers and staff members, and we are dedicated to providing personalized support and education to help you overcome the financial stress that can come with planning for retirement.
We specialize in addressing the intricacies of your retirement plans and benefits, and our goal is to help you achieve optimal financial health and wellness for a brighter financial future. Whether you need help maximizing your retirement benefits, reducing taxes, or planning for a comfortable retirement, our team is here to provide tailored solutions that are specific to your unique circumstances. With our expertise and your dedication, we can work together to ensure that you achieve the financial security and peace of mind that you deserve.
We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.
Braintree
25 Braintree Hill Office Park
Suite 403
Braintree, MA 02184
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083. TC123783(1021)P
Foundations' Form ADV Part 2A&Form CRS
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