Your Financial Questions Answered

In the past, high net worth families had to work with advisors who could only recommend proprietary products or services. At our firm, we look at your entire financial picture and address all of your questions and concerns. 

Together, we can help you answer questions such as:

  • Can I afford to retire?
  • When can I retire?
  • How much do I have to save to be able to afford my lifestyle in retirement?
  • What insurance needs do I have?
  • How can I minimize taxes?
  • My spouse passed away. What should I be doing to manage my finances?
  • How can I leave a lasting legacy for my family while still enjoying my own retirement to the fullest?
  • What would happen if I were to become sick or disabled and couldn’t work? 
  • Should I downsize my home?
  • Do I need an estate plan?

Working with an independent advisor at Foltz Financial Private Wealth Management is different than working with a large broker-dealer or financial institution. Our only loyalty is with you and we are not tied to any proprietary solutions or products. We have a fiduciary duty to do what’s right by you and can offer complete independence, holistic solutions, and elevated, customized service.

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