As a state of federal employee, you may face unique financial challenges that are specific to your retirement plans and benefits. These challenges can be more complex than those faced by other professions, and it's important to have the right support and guidance to navigate them effectively.
At our financial services company, we specialize in helping state and federal employees like you achieve optimal financial well-being. Our team understands the intricacies of state and federal retirement plans and the regulations and restrictions that may impact your benefits, and we are dedicated to providing personalized financial planning services that are tailored to your unique circumstances.
We offer education, guidance, and support to empower you to make informed decisions about your finances and achieve your financial goals. Whether you need help maximizing your benefits, minimizing your taxes, or planning for a comfortable retirement, our team is here to help. 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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