Resources

Helpful links and tips to help you better prepare
and manage your finances

"Do not save what is left after spending, but spend what is left after saving."
Warren Buffett

Register for one of our upcoming free seminars

First initial one-hour consultation complimentary when you go to one of our events or "attend" a webinar

College Planning

As a Certified Financial Educator, Al guides parents of college-bound students through the maze of college selection and admittance, while minimizing their out-of-pocket costs.

Retirement Planning

Saving for retirement is not the same thing as having a retirement plan. Al helps people near and in retirement who have already saved up the money they need…but who haven’t really thought about what comes next!

Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser