RETIREMENT STRATEGIES 

HOME > RETIREMENT STRATEGIES 

When and how do you want to retire?

 

To help ensure you have a strategy in place to address some of those concerns, you may find it helpful to work with someone with experience with mutliple strategies to help solidify your retirement plannning.

Investment Management

Sound investment management represents more that a static plan that is set and forgotten.  We listen to you, and work together to set goals and strategies that are appropriate for your situation and desires.  Investments carry the potential for risks and rewards, and trying to balance the two is important in helping you reach your retirement dreams. 

Plan for the Future

"Paying your future self" can be a powerful tool in ensuring retirement is a time of enjoyment rather than worry.  It is important to work together to identify the proper balance between today's needs and tomorrow's goals. 

 

 

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.