ELEVATE

YOUR FINANCIAL FUTURE

We’ll help you create a well-thought-out strategy to help you address your financial needs and concerns.

GET STARTED IN 3 EASY STEPS:

1. DISCOVER

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2. EVALUATE

Using The Summit Retirement Solutions Process, we’ll examine your current financial situation and determine your retirement needs.

3. PLAN

Receive a custom strategy designed to help you reach your unique retirement goals.

1. DISCOVER

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

3. PLAN

Receive a custom strategy designed to help you reach your unique retirement goals.

Need More Info?

ATTEND A LIVE EVENT

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

GET TO KNOW US

It is our mission to help individuals and families achieve their ideal retirements.

MEET OUR FOUNDER

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.

JAY FORGIONE

Owner

SERVICES WE OFFER

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.

THE SECOND ACT

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.

Ready to take

THE NEXT STEP?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 860.269.0909

CONTACT US

Phone: 860.269.0909

Email: [email protected]

OUR LOCATION

219 Addison Road

Unit 401

Glastonbury, CT 06033

Get Directions

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

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