Our Services

At our firm, we go the extra mile for our clients. As an independent firm, your needs always come first, and only after we understand your unique situation, we make suggestions for your financial plan and portfolio management. We provide first-class service and actively care about your goals. 

Our services include:

Wealth Management

  • Asset Allocation 
  • Income strategies
  • Guidance on employer retirement plans
  • Review of accounts with other firms

Risk Management

  • Overall Risk Analysis
  • Existing Policy reviews
  • Life insurance
  • Long term care insurance 

Cash Flow Planning/Management

  • Savings strategies
  • Sustainability reviews of portfolio withdrawals
  • Social security maximization and optimization
  • Pension maximization and optimization

Tax Planning/Management

  • Tax minimization strategies

Estate Planning

  • Reviews of Wills & Trusts 
  • Minimizing estate tax liability
  • Gifting strategies

Contact us to get started building your financial future today.

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.

jfoltz@foltzfinancial.com  |  (480) 795-2600