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Building The Foundation For Financial Milestones

A firm focused on providing comprehensive service, experience, integrity, and dedication to helping our clients work toward attaining their financial goals.

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Welcome to Foundation Asset Management

Welcome to Foundation Asset Management

Our goal at Foundation Asset Management is to be your most experienced advisor providing personalized financial planning and wealth management services, while maintaining a commitment to excellence in serving you. Areas that we help clients include investment planning, insurance planning, retirement planning and wealth transfer.

Our Process

Along with you, we will develop a customized financial roadmap that suits your dreams, vision of retirement and the legacy you wish to leave behind. We strive to build long-term relationships with our clients founded on professionalism, communication and personal attention.

With our extensive resources and comprehensive wealth management services, we can help keep you moving forward through each stage of your wealth management plan. We function in a totally independent atmosphere where the only factor in our decision-making is what is best for you.

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Your Advisory Team

Jeffrey S. Heinel, CRPC®

Managing Partner

Glenn deMarrais, CRPC®, BFA™, CFS® * CRPC conferred by College for Financial Planning

Managing Partner

Featured Resources

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
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Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.
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When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.
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Together, We Can Build The Foundation For Your Financial Goals.

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