Founders Financial Network provides a comprehensive package of investment, tax,
and other financial planning services.
We are an independent investment advisory firm that is not
tied to in-house, proprietary investment products or services.
Our compensation is "fee-only" based on the
planning services that we provide or the amount of assets that we advise and
manage. In order to maintain an unbiased perspective on the multitude of
financial products and services available to our clients, we do not accept
commissions, which could encourage unnecessary transactions and the selling of
high-commission products.
Money Management
We offer professional management of client investments through a disciplined,
long-term approach that is designed to provide the highest probability of
achieving our client's investment objectives. Portfolios are diversified on a
global basis, using leading money managers throughout the world.
Tax Strategies
We show our clients how to minimize taxes as they diversify their
concentrated stock and option holdings. Our advisors are experts on the full
spectrum of available tax planning solutions and are available to provide
comprehensive tax planning to each client.
Financial Planning
We offer comprehensive financial planning services designed to help our
clients effectively plan for education expenses, retirement and estate planning
needs utilizing leading tax planning, risk management, and investment
diversification strategies.
Trust and Foundation Administration
We show our clients how they can use Trusts and Foundations to minimize taxes
and provide for future generations. On-going services are provided to minimize
any administrative complexities and maximize our client's personal benefits.
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