About Us

Financial Foundations™ was created by industry experts working in the field of insurance and financial services. Our goal and mission is to help other professionals like ourselves better educate the public on financial preparedness. We do this by offering a CRM system with educational material, analysis tools, and calculators that you as an insurance and financial professional can use to help your clients in ways others can't.

There is a monumental disparity in financial education in our nation, especially as it pertains to income protection and retirement planning. Financial Foundations is not just a suite of tools and resources to help the financial professional; it is a nationwide movement to help families throughout America better prepare for the present, the near future, and the distant future.

For decades now, Americans have been left alone to fend for themselves on matters of retirement preparation and income protection. As a result, many are left with the least favorable approach to these challenges, and most are losing money and security because of it. The Financial Foundations system was built to bring this cycle of ill-preparedness to a screeching halt for any client willing to listen. We wish you all the very best in your efforts to educate and serve your clients and their financial needs.