Financial Planning
Portfolio Management
Financial and retirement assets can be held in a variety of accounts, each with its own level of complexity and maintenance. At Foote Financial, we can make sure all of your accounts are in sync with one another and handle the ongoing monitoring and adjustment required.
Estate and Legacy Planning*
Estate and legacy planning can be an emotional and complex series of decisions. Whether you want to leave your assets to your heirs or a charity, or want to develop a succession plan for your business, through "The Wayfinder" process, we can help you design a strategy that helps to allow you to share your life’s successes with others.
*Foote Financial does not provide legal advice and cannot draft legal documents. We work exclusively with an experienced estate planning attorney, Jake Pugh of Pugh and Pugh law, who develops the legal documents that express a client’s estate planning intentions.
Social Security Maximization
Choosing when and how to draw Social Security can be a tough decision. A number of factors, including your marriage status, can impact your options. Through "The Wayfinder" process we can help you navigate the possibilities, helping you to get the most from your hard-earned benefits.
Health insurance coverage is an important issue for retirees as it can be a significant line item in a household budget. Selecting the right options can have a life-long impact on your finances. We can help you understand the options and offer guidance for the coverage that best fits your needs.
401k and Employer Plan Management
We offer a range of low cost, high quality retirement accounts, both defined benefit and defined contribution. Whether you are self-employed or have 500+ hundred employees, we can design plans to fit your needs. Our tailored plans have the ability to scale the amount of fiduciary liability and administrative work associated with ERISA based plans so employees or benefits managers spend time on their job and not managing a company retirement plan. With our plans, employees have direct access to dedicated vice presidents and a financial planner so they get timely care.
Benefit Management Software
As your business grows it can become more and more necessary to track and automate the onboarding and open enrollment process of your employees. As a benefit of offering employee benefits through our firm, you have access to benefit management software at no additional charge.
