Paul coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. He and his team implement customized strategies all as a part of the proprietary process, The Foundation FORMula™.
Who We Are
Our team specializes in assisting successful families and top-of-their-field professionals who, among other things, aspire to a work-optional lifestyle and have the desire to secure a family investment legacy.
Susan Alexander | Client Services
Susan answers the phone, prepares the reports for client meetings, prepares and processes paperwork, and assists clients with any questions she can answer regarding their accounts.
Brian E. Frick
Brian also coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve.
Our Other Professional Resources
As needed, we take a collaborative approach with other relevant professionals. This additional expertise is part of our process to help you pursue your wealth and lifestyle goals.
Our Strategic Partners Include:
- Estate Lawyer
- Certified Public Accountant
- Reverse Mortgage Specialist
- Real Estate Professional (Commercial and Residential)
- Axberg and Frick Consulting Group