Investment Advice You Can Build On

Welcome! Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance .

Our Mission:

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with what we believe are the highest quality information, services, and products to help you reach your goals.

Our Firm:

We are a financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make confident decisions to help reach them by our providing tailored financial guidance.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a financial program utilizing the following products and services:

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products

Our Qualifications

We have been working with individuals and businesses in the area for several years. Each of our consultants has extensive personal and professional experience. Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. We believe one of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services, and feel a personalized program that we can provide is a roadmap to working toward a more confident financial future. We're looking forward to using our expertise to help you pursue your financial goals.

Lee Bevill- Wealth Stategist / Founder

Foundation Financial Concepts was founded by Lee Bevill in 1997. The company was born out of the unquestionable desire that the general public was asking for more from the financial services industry and financial advisors. As a firm which challenges the status quo, Foundation Financial Concepts is always willing to grow and provide the best service by offering innovative ideas for our ambitious but prudent clientele. Combining years of knowledge in various fields allows for an efficient and effective experience for our business owners and investors. Learn more!

 

Stephen T. Glasgow- Financial Planning Analyst / Investment Consultant

Stephen T. Glasgow partnered with Foundation Financial Concepts as an Investment Consultant to help with client education and to provide portfolio analysis. Mr. Glasgow worked with high net-worth investors as a VP/Financial Consultant & Educator through the Charles Schwab Wealth Planning & Education team in Boca Raton, FL as well as Faculty & Staff of Florida State University, University of TN, and Murray State University. Mr. Glasgow has a passion for educating clients and to see investors of all types experience true success with their portfolios and financial goals. Learn more!