Foundational

The Foundational Plan is for younger to mid-age employees who are on the front end of their retirement journey. They typically have a minimum of 20 years of employment left. They may have a defined benefit plan or some group benefits offered through their employer, and they are looking for guidance on a financial plan that sets the stage for what the bulk of their career will look like. If you want to start on the right track, this plan is for you.

This description of services and sample fees is provided for informational purposes only. The specific services to be provided and fees to be charged to each client are negotiated with each client and set forth in a written agreement with Osaic FA (OFA) and accompanying fee schedules. Clients should refer to their written agreement with OFA and accompanying fee schedules for definitive information regarding the services they are entitled to receive and the fees they will pay for those services. For additional information on services and fees, clients should also review OFA’s Form CRS and applicable Forms ADV Part 2A, which are available at https://osaic.com/fa.