Burt Hutchinson

At Foundation Wealth Management, we believe financial planning should be built around you. We take a structured, proactive approach to guiding you through retirement's three stages—uncertainty, stability, reflection. Our goal is to help you define your vision, create a strategy, and stay on track so you can enjoy this stage of your life and make informed financial decisions with confidence.

We can help answer these types of questions:

• ·         How much can I spend annually in retirement?
• ·         When is the right time to start my social security benefits?
• ·         How do I minimize my income taxes?
• ·         How should I withdraw money from my retirement accounts?
• ·         Can I afford to support my children or grandchildren financially?
• ·         Can I buy a second home?
• ·         What is the best way for me to support my favorite charity?

If these are some of the questions that you have please reach out and schedule a free consultation. 

Burt is a graduate of the University of Delaware where he received his B.S. in Accounting. He is a Certified Public Accountant (CPA) and earned his Certified Financial Planner (CFP®) designation and is a CERTIFIED FINANCIAL PLANNER™ PRACTIONER.