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FOARD WEALTH MANAGEMENT | 15720 BRIXHAM HILL AVENUE, SUITE 300CHARLOTTE, NORTH CAROLINA 28277704-469-0200

©COPYRIGHT 2016. FOARD WEALTH MANAGEMENT. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Foard Wealth Management and VCM are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.

 

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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About Foard Wealth Management

Foard Wealth Management was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are by providing outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; this is what we strive to provide each and every one of our clients.

 

 

Our Commitment to Our Clients

 As our client, you will quickly realize that we are truly committed and focused on making your dreams come true. Through our knowledgeable, hands-on approach, you will experience top-notch, professional financial guidance second to none.

 

As your Financial Advisors, it is our job to keep you focused on your goals and remind you of the plan we create together that will get you where you want to go.  Our guidance in maintaining a disciplined approach is how we make sure your dreams become reality.

 

Setting the Standard for Success

At Foard Wealth Management, we believe that fully understanding your current financial situation is vital to successfully making prudent decisions concerning your economic future.  In a constantly changing world, we know that being the best educated and trained financial advisors is the path to helping you protect your assets, maximize your income and pay your fair share of taxes and not one penny more.  If you have questions about how to get started or want to make an appointment, send us an email or give us a call.

FOARD WEALTH MANAGEMENT | 15720 BRIXHAM HILL AVENUE, SUITE 300CHARLOTTE, NORTH CAROLINA 28277704-469-0200

©COPYRIGHT 2016. FOARD WEALTH MANAGEMENT. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

Foard Wealth Management has the expertise to guide

you to a successful financial future one step at a time.

Our unique approach to your success begins with

getting to know you and understanding your needs.

With great power comes great responsibility, and at Foard Wealth Management we understand that our clients have given us great power over their financial futures and we must never forget the great responsibility that comes with that power.  The investment world is a complex place and our mission is to help you navigate through it by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape.  Together we will develop a total financial management approach to your investment and retirement needs.

 

Communication is the cornerstone of a trusting relationship and at Foard Wealth Management we recognize that this is what provides our clients with the piece of mind they need when choosing an investment advisor.  We pride ourselves on our clients knowing that we are just a phone call away so that when their goals or situation changes, they have the control and we are at the ready to make the needed adjustments to their financial plan.  We look forward to the opportunity to consult with your regarding all of your retirement, educational and overall financial goals and needs and creating a plan that fits you best.

 

 At the Foard Wealth Management our goal is to put your mind at ease with simple proven money management strategies. Call us today and let's get your financial future off and running to greener pastures and greater rewards.

FOARD WEALTH MANAGEMENT | 15720 BRIXHAM HILL AVENUE, SUITE 300CHARLOTTE, NORTH CAROLINA 28277704-469-0200

©COPYRIGHT 2016. FOARD WEALTH MANAGEMENT. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

CONTACT US

Foard Wealth Management was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement. To schedule your free financial assessment and consultation, contact us today at 704-469-0200.

Retirement Goals

Everyone has goals for retirement.  Maybe your goal is strictly to enjoy your retirement on a boat without fear of running out of money.  Maybe your have retirement goals: you want to live retirement to its fullest, while leaving a legacy to your family or favorite charity. Retirement is esteemed as a time in life for relaxation, traveling, enjoying family, and taking on new hobbies.  As a retiree, you never want to find yourself spending this time in fear that you will outlive your money.

 

401k Planning

What are the benefits of rolling over my 401(k) or my 403(b)? These are some of the most common investment options, but rolling them over will widen your range of investment options for diversification of your portfolio. Most employee-sponsored plans do not offer this range in investment options.

 

For our complete list of services, click here.

 

 

Insurance Products

Insurance products have adapted greatly to offer a wider range of uses within a retirement plan. With your goals in mind, insurance or annuities may be just one piece to your retirement puzzle.

 

Education Planning

The rising cost of education shouldn’t be a threat to your financial future. Looking at your entire financial picture, including the cost of your children’s education, allows us the ability to adequate plan and fund for the future of your children—including college.

 

Financial Planning

An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have.  Making your money work the best for your or helping you to fill in the gaps that you may have is our responsibility.

FOARD WEALTH MANAGEMENT | 15720 BRIXHAM HILL AVENUE, SUITE 300CHARLOTTE, NORTH CAROLINA 28277704-469-0200

©COPYRIGHT 2016. FOARD WEALTH MANAGEMENT. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

Foard Wealth Management can assist you in

every aspect of your financial life.

Unique and proven programs that are custom

designed for your financial success.

Six Rules to Choosing an Advisor

This informative handout gives consumers some key insights on what to look for in a financial advisor. From how they get paid, to credentials and much more. This is must read for all investors and you can download and access it now.

Stop Loss Portfolios

Mitigate risk and achieve the growth you need with our Stop Loss Models. The goals of these portfolios are simple: One, achieve full diversification across all U.S. equity sectors. Two, help remove the emotional aspect of investing. Three, limit downside risk and participate during a market recovery. Read our free 12 page report on our unique Stop Loss Portfolios.

Annuities 101

One of the keys to annuities is to invest in the ones that work the best for you and your family. We work with over 30 insurance carriers that provide many different types of annuities to help our clients reach their goals. Read our free annuities 101 report designed to help you better understand annuities.

Social Security Basics

According to the U.S. Social Security Administration, there are approximately 5.5 million Americans qualifying for Social Security benefits every year. Social Security (SS) is one of the few remaining sources of lifetime, inflation-adjusted income available today, and it can play a very important role in a retirement income plan.

Foard Wealth Management's goal is your financial success and having the right tools to make this happen is step one.

Everything from our proprietary Stop Loss investment models to our unique 401kPlanPro systems have been custom designed and created to help ensure that you win the investment arena.

 

FILL OUT THE FORM BELOW TO DOWNLOAD ALL OF THESE FREE REPORTS

FOARD WEALTH MANAGEMENT | 15720 BRIXHAM HILL AVENUE, SUITE 300CHARLOTTE, NORTH CAROLINA 28277704-469-0200

©COPYRIGHT 2016. FOARD WEALTH MANAGEMENT. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

Contact us here anytime or feel free to gives us a call. We look forward to getting to know you and help you advance your practice with proven methods and ideas now and into your financial future.

FOARD WEALTH MANAGEMENT | 15720 BRIXHAM HILL AVENUE, SUITE 300CHARLOTTE, NORTH CAROLINA 28277704-469-0200

©COPYRIGHT 2016. FOARD WEALTH MANAGEMENT. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

 

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Foard Wealth Management and VCM are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.

 

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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