Foundations Financial Planning
Finance · Missouri, United States · 1-10 Employees
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Overview
Headquarters
231 E 4th St Ste B, Carthage, Missouri, ...Phone Number
(417) 986-3055Website
www.foundationsfinance.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About Foundations Financial Planning
Foundations Financial Planning, LLC is a financial planning firm based in Carthage, Missouri, offering a range of planning services and investment management to individuals and families at all stages of life. The firm provides tax-focused planning services both virtually and in-person, emphasizing a fee-only model to ensure transparency in service costs. Led by Mike Zeiter, a CPA/PFS and CFP, the company aims to be the central hub for clients' financial lives, helping them navigate various financial decisions such as home buying, student loans, and retirement savings. Foundations Financial Planning is dedicated to adapting financial strategies to meet clients' evolving needs and goals.Explore more
Foundations Financial Planning Org Chart
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Foundations Financial Planning, LLC is a financial planning firm based in Carthage, Missouri, offering a range of planning services and investment management to individuals and families at all stages of life. The firm provides tax-focused planning services both virtually and in-person, emphasizing a fee-only model to ensure transparency in service... Read More
