Trust.

Financial Planning can be complex.
The key is to work with advisors you can trust.

Contact Us
 

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

433 Linn Street Suite A
Baraboo, Wisconsin 53913

*next to Wells Fargo across from Culver's

Phone: 608.356.0200
Fax: 608.356.0203
Email:
Darren - dschwinefus@ft.newyorklife.com
Jonathan - jmead@ft.newyorklife.com
Sue - sblakeslee0a@ft.newyorklife.com