About Foundational Financial Partners
Tax Favored Benefits, a prestigious financial services firm that has focused on retirement plans, group benefits and financial planning for over 30 years, developed an affiliate office, Foundational Financial Partners, in 2016 to better serve the needs of individuals, families, and small business owners.
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 sound financial program utilizing the following products and services:
- Tax management
- Investment management
- Retirement strategies
- Estate conservation
- Insurance and annuity products
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.
How can your company benefit other Chamber members?
Foundational Financial Services is a full-service 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 sound decisions to help reach them by providing our sound financial resources.
We also welcome affiliations with accounting firms, attorneys, or real estate agents and brokers.
Unique characteristics about Foundational Financial Partners
Foundational Financial Partners is focused on serving the millennial generation to start their financial planning as early as possible, as well as recent college graduates, new families, and other young professionals who may not have a relationship with a financial advisor yet. As trusted advisors, we work with our clients through all of their life stages ensuring that they have protected the people they love. We also educate our clients regarding the living benefits of Life Insurance which can be used for college funding, wealth accumulation and retirement planning.
For more information, please contact Mallory Gittemeier, Financial Associate
Foundational Financial Partners an affiliate of Tax Favored Benefits, Inc.
4801 W. 110th Street, Suite 200 | Overland Park, KS 66211
Phone 913.648.5526 | Fax 913.648.6798
malloryg@taxfavoredbenefits.com
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