Our Firm

Foundation Financial Concepts, LLC (FFC) has coordinated a team of experienced professionals to provide current and innovative ways to help successful business owners and investors seek to maximize their ability to tax shelter income and capital gains; pass assets to their loved ones; and take advantage of up, down, or sideways market cycles. No longer does retirement planning for business owners and individuals need to suffer from lack of time or knowledge in the area of tax sheltering and investment education. You don’t have to rely on financial strategies that "ignore" the bear market crashes such as 2000, 2008, 2020 or that stubbornly fight against bull markets like that of the recent decade. FFC does not have a “crystal ball” but is always willing to grow and seek to provide our best service by offering creative ideas for our ambitious but prudent clientele. Our goal is to combine years of knowledge in various fields to help produce an efficient and effective experience for our business owners and investors.

Our Services

• Assist with Tax Planning Strategies for Small Business Owners
• Assist with Business Succession Planning & Family Inheritance Planning
• Provide Tax Efficient Strategies for Accredited Real Estate Investors Including Access to 1031 Exchanges & Qualified Opportunity Zones
• Provide access to Real Estate Investment Properties for Self-Directed IRAs & Small Business Retirement Plans
• Help Set up Customized Tax Advantage Small Business Retirement Plans
• Provide Pro-Active Portfolio Management to help Hedge & Invest in Up, Down, or Sideways Markets
• Assist with Tax Favorable Charitable Giving
• Assist with Disability Insurance & Life Insurance Planning
• Offer Free Investment Portfolio Reviews
• Provide Financial Education & CPA CE Seminars
• Provide Investment Education Newsletters/ Articles

Our Team

We have been working with individuals and businesses in the area for several years.

Each of our consultants has extensive personal and professional experience.

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.