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OUR INVITATION TO YOU
HELPING GUIDE YOU TOWARDS WHAT REALLY MATTERS...
At Foundation Wealth Management, financial planning goes beyond numbers and timelines, it’s about aligning your money with your values, your goals, and the life you’re building. Whether it’s caring for loved ones, supporting children, or pursuing your own dreams, David McMillen and his team bring clarity to life’s complexities and confidence for what’s ahead. With a steady hand as your guide, David helps ensure your wealth supports not only your lifestyle, but also the legacy you’ve worked hard to create.
Who will be your guide as you plan for retirement?
Many do a terrific job of accumulating income, making it to the top of their own financial mountain. The challenge is making it down that mountain into the income distribution and preservation years.
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Knowledge is power! The following news has been carefully selected by our office to empower your learning. Dive into trending news, thought-provoking insights, and everything in between.
Navigating Your Financial Journey Together
With a licensed financial professional by your side, you’ll have the intel and guidance on hand to help you navigate your financial goals throughout your unique journey.
While other advisors are asked to push certain products, I'm independent, which allows me to customize your plan to meet your specific needs without limitations or influences. My affiliation with Money Concepts International also provides me with the freedom, network of support and education needed to best aid you in achieving your goals.
If we are not yet partners, reach out to me & share your journey!
Welcome To The Journey!
Currently in the United States, for every 100 people who reach 65... 1 is wealthy, 19 are financially independent, 15 are required to keep working, 19 died before 65, and 46 are dependent.
In the richest country in history, 46% of Americans can't support themselves in retirement years.
We can do better! Successful achievements of personal goals require careful strategic planning along with disciplined implementation. The Journey is a systematic approach to the achievement of your goals and objectives, like a well-planned climbing expedition.
In the richest country in history, 46% of Americans can't support themselves in retirement years.
We can do better! Successful achievements of personal goals require careful strategic planning along with disciplined implementation. The Journey is a systematic approach to the achievement of your goals and objectives, like a well-planned climbing expedition.
Why Choose Us?
We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience help making us an efficient and productive wealth management company.
Discover how WE can help YOU
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Welcome to the Summit!
You have been planning, saving, and sacrificing, all with anticipation that you will achieve your goal of a comfortable retirement. You have reached the Summit in your planning. This should not be a concern, but an opportunity to celebrate and congratulate yourself for a job well done. However, after the celebration is over, one of the first thoughts you may have is, "Where to from here?"
Welcome to the Summit!
It's important to remember that climbing to the summit is a round trip. Achievement of the Summit is only half the journey. In fact, the most dangerous and challenging part of the journey is yet ahead.
The Summit is a program that helps you identify real wealth and address not only your money and income but the more than money needs you will face. This is accomplished by focusing on critical elements that will reduce anxiety and allow you to live a less stressful life.
Welcome to the Summit!
It's important to remember that climbing to the summit is a round trip. Achievement of the Summit is only half the journey. In fact, the most dangerous and challenging part of the journey is yet ahead.
The Summit is a program that helps you identify real wealth and address not only your money and income but the more than money needs you will face. This is accomplished by focusing on critical elements that will reduce anxiety and allow you to live a less stressful life.
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