Financial Future Readiness Assessment
FAQ

Frequently Asked
Questions

Find answers to common questions about the Financial Future Readiness Assessment. If you don’t see what you’re looking for, we’re here to help.

It's a short, five-part assessment that gives you a clearer picture of your overall financial readiness. You'll answer a series of questions about your savings, investments, taxes, protection, future income planning, and legacy goals. At the end, you'll receive a personalized readiness score and insights to help you understand areas that are going well and areas that may deserve a closer look.

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Financial Future Readiness Assessment
Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment advisor. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction of any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. 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 exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.