Investment Management

Your investments and savings can help provide a means to achieve your goals. An investment plan will identify what is important to you and help you to achieve those goals.  It is important to be able to change your investment plan as needs and desires change.  Develop the habit of investing now to change your future.

ABOUT US

We believe everyone deserves a chance to succeed.  Your net worth does not decide whether or not help should be available to you.  We have clients from all walks of life and we truly enjoy helping the people we know achieve their dreams; whether they be retiring, paying off a house, travelling, paying for college...or any other challenge.  We succeed when you succeed.  

OUR SERVICES

GET IN TOUCH

PHONE: 925.838.7566

EMAIL:   mikelickiss@foundationfinancialgroup.net

MAIL:     3201 Danville Blvd 200

               Alamo, CA 94507

Securities through Investment Architects, Inc., Member FINRA/SIPC

Advisory services through Resource Investment Architects, Inc.

CA Insurance Number 0F25255

© 2016 FOUNDATION FINANCIAL GROUP  |  ALL RIGHTS RESERVED.