Welcome to Foundation Financial

Will your retirement years be the best years of your life? You can have more control over your financial future and over the way you pass your estate to your heirs. But controlling your future rarely happens by accident.

Mission Statement

Foundation Financial oversees the financial affairs of select families in the Boston area.

Core Values

• Clear, consistent and timely communication with clients
• Immediate response to client questions or concerns
• Ongoing professional education directed to meeting client needs
• A caring interest in our clients’ families health and well-being
• Community service and responsible citizenship

Client Experience

You can expect:

• High-level personal service guided by an interest in your family's goals and needs
• Organization and update of your important financial documents
• Development, communication and implementation of a strategy for financial recovery
• Development, communication and implementation of a strategy for tax reduction
• A focus on your family’s financial affairs rather than on marketing our practice
• Comprehensive knowledge of industry trends to help you make financial decisions
• Full disclosure of all fees
• Referral to outside specialists to help with other financial areas

Wartime veterans always receive assistance with the Department of Veterans Affairs’ “Aid and Attendance” pension at no charge.

Please feel free to look around and E-MAIL or call me with any questions you may have.