The 𝗧𝗛𝗥𝗜𝗩𝗘. legacy got its start in 2008 as Heizer Financial Group, with their mission to help you 𝐑𝐞𝐭𝐢𝐫𝐞 𝐘𝐨𝐮𝐫 𝐖𝐚𝐲 by aligning your goals & dreams for retirement with education & personalized guidance.
Every plan the team at THRIVE constructs is 𝒄𝒖𝒔𝒕𝒐𝒎𝒊𝒛𝒆𝒅 to the individual along 𝟱 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗰𝗵𝗲𝗰𝗸𝗽𝗼𝗶𝗻𝘁𝘀 of retirement planning.
1️⃣ GROWTH YOUR WAY
2️⃣ INCOME YOUR WAY
3️⃣ TAXES YOUR WAY
4️⃣ CARE YOUR WAY
5️⃣ LEGACY YOUR WAY
Are you ready to Retire Your Way?
Investment advisory services offered through Foundations Investment Advisors, LLC ("Foundations"), an SEC registered investment advisor. The commentary on this page reflects the personal opinions, viewpoints & analyses of the author, Thrive Wealth Group, Inc., & shouldn't be regarded as a description of advisory services provided by Foundations, or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this page constitutes investment, legal, or tax advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security & related performance data is not a recommendation to buy or sell that security. Foundations manages its clients' accounts using a variety of investment techniques & strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted.