Michael Fogarty (CFP, ChFC®, CLU)
Michael Fogarty focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
Planning Specialties
My work is primarily with small business owners and successful individuals seeking an advisor as they approach retirement. As an advisor to many 401(k)s and other employer-sponsored retirement plans, I have learned the important steps business people can take to maximize the opportunity to save on taxes through their company. Plan participants and other investors seeking to make the right decisions as they move into and through retirement, need a planner to help guide them through many of the most important financial decisions they will make in their lives.
I am fortunate at my firm to be surrounded by a cadre of younger, very talented advisors, each with their own areas of focus and expertise.
Additional Information
As the owner of The Foundry Financial Group, Inc. I have years of financial planning experience and a team of supporting advisors and operational staff to provide a planning experience that clients deserve.
NAPFA Start Date
July 01, 2020
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