Business Owners
Leveraging an experienced advisory team to help you implement the right plan and plan design for you and your employees is a game changer.
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Michael H. Fogarty
President and Senior Wealth Management Advisor
CFP®
The Foundry Financial Group, Inc.67 Water St, Ste 101, Laconia, NH 03246-3300
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
A pie chart allocation and a simple 4% distribution rate isn't enough. A true plan integrates your portfolio with your unique income needs.
Pre-Retiree
Major Milestones I Specialize In
Death in the Family
Early Retirement or Financial Independence
Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
While we do not have a specific niche, our client community includes some concentrations in the following areas: - Veterinarians - Retirees and those approaching retirement - Women in transition due to divorce or the loss of a spouse - Small business-owners - High-income couples and families - Retirement plan sponsors (e.g. 401ks and SIMPLE IRA plans) While clients have many options for financial advice, The Foundry would list three key distinctions that set our firm apart: 1. The Foundry brings a professional team-based approach to supporting our clients financial planning and investment management needs throughout their lifetime. Your team is built to support advisor continuity over decades, with experienced advisors leading the client relationship and newer team members supporting the process. 2. The Foundry must always act as a fiduciary for clients. We are NEVER paid by commissions. In this way, we seek to align our interests most directly with our clients. 3. The Foundry has proven its commitment to the community since 1989. Other firms may come and go. The Foundry is built to last. Our process begins by making sure our firm is the best fit for a client's needs. If our services and approach are a good match, then we conduct in-depth discovery to uncover the key facts, goals, and obstacles facing the client. Our analysis weighs the various options, leading us to the best recommendations that include a clients needs for growth, income, stability, liquidity, and protection. We do this while applying a tax lens to the planning decisions and managing risk that is specific to the client's needs and preferences. By coordinating the many aspects of financial planning, we hope to provide clarity and confidence so that our clients are free to live their best lives.
Disclosures
The Foundry Financial Group, Inc. is an SEC registered investment advisor.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.