How We Do It

 

The advisors at Foos Financial Group specialize in both comprehensive and real-time financial consulting. By utilizing our proprietary consulting methods and a team-based approach, our clients receive world class financial services with a personal touch.  Please contact us to learn more about taking control of your finances with our unique financial consulting services:

The Secure Future Experience

The Secure Future Partnership


The Secure Future Experience™

 

The Secure Future Experience™ is for individuals and families looking for simple yet professional and comprehensive financial consulting solutions. All appropriate areas of your finances will be discussed and thoroughly analyzed.  We will work with you to handle any issues we've discovered, but more importantly, to uncover your most urgent challenges and concerns.  A complete personal financial plan will then be presented and detailed action steps will be outlined.  For one year, the advisors at Foos Financial Group will be on retainer to help implement the plan, follow up with scheduled regroup meetings, and act as a guide through the increasingly complex world of finance.

 
 
 
 

 
 
 

The Secure Future Partnership™

 

If your financial consulting needs are less comprehensive and more time sensitive, The Secure Future Partnership™ could be a good fit for you.  Your advisor will work with you to break down your concerns into bite size pieces and handle them according to priority. This type of planning is less time intensive initially, but the partnership with your advisor will grow with more frequent one-on-one counseling throughout the year.  Detailed game plans will be developed, and the specific tasks needed to accomplish your goals will be outlined by   who, what, and when.

   

 

 


Phone: 303-327-8100 Toll Free: 1-877-664-2201    Fax: 303-327-8101   Email: cyourtz@ffgusa.net