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We work side-by-side with you to achieve The S.M.A.R.T. Lifestyle, using a variety of strategies to accomplish your financial objectives.

Retirement Planning.

We analyze where you stand currently, and based on your desires, we determine how to get you through retirement without running out of money.

Income Planning.

We review all of your sources of retirement income and check to see if there is a shortage for your ideal lifestyle. We then come up with a plan of action to help you achieve the retirement you deserve.

Tax Planning.

We work closely with accountants to minimize taxation on your income.

Legacy Planning.

We work with attorneys to determine how you can pass your wealth to your heirs and protect your assets.

Accumulation and Preservation.

We help clients prepare for retirement using a range of tools to accumulate wealth, and then preserve that accumulation using guaranteed tools with safety of principal.

810 Powdersville Rd. Ste. C
Easley, SC 29642

Phone: (864) 859-4778
Fax: (864) 859-4773

Investment Advisory Services offered through Foundations Investment Advisors, LLC, an SEC-Registered Investment Advisor. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Foundations Investment Advisors, LLC, and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. By contacting us, you may be offered an insurance or annuity product offered through Robbin Broome, SC Insurance License #142898.

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