We are Fiduciaries...
Fiduciaries are bound by law to put their client’s interest first. We take our roles as trusted advisors seriously. We will be there to guide you through life’s tough decisions without you believing for a second that your success follows ours.
We earn our clients trust and confidence in our approach to personal finance by tailoring our strategic recommendations to their personal situation. Our goal is to help you plan for life events you expect and overcome those you don’t.
Areas of Focus
Investment Management
Premier platforms with a market based valuation approach and portfolio analysis.
Retirement Planning
Social Security and pension optimization with tax-reduction strategies.
Income Planning
Income needs analysis for creating income one cannot outlive.
Fixed-Asset Specialists
Offering premier fixed assets for proper diversification. Guarantees matter.
Retirement Plan Rollovers
Assistance with rollovers and transfers of current and previous employer plans.
Life Insurance Planning
Utilizing life insurance for protection, legacy planning, and guarantees.
About Our Firm
Firm Foundation is a financial planning firm that uses a comprehensive approach to our clients planning needs.
We pride ourselves on delivering consistent service and great communication while developing lasting relationships.
Using a year-by-year strategy, we work alongside our clients to capitalize on changing markets, interest rates and economic conditions.
Quick Facts
Over 27 Years Combined Experience
33 Years in Business
We offer Premier Services through New York Life
Meet the Advisors
Our Mission...
To assist clients by bringing value to their financial position through education, communication & exemplory service.
Financial Inspiration
Our Office
Baraboo, Wisconsin 53913
*next to Wells Fargo across from Culver's
Phone: 608.356.0200Fax: 608.356.0203
Email:
Darren - dschwinefus@ft.newyorklife.com
Jonathan - jmead@ft.newyorklife.com
Sue - sblakeslee0a@ft.newyorklife.com