FAQs

Would I benefit from a meeting?

You could benefit from a meeting if...

• You want to remove uncertainty from your financial future
• You want to have a full, comprehensive retirement plan
• You want to find out if you’ll have enough income to last the rest of your life
• You’re interested in potentially paying less in taxes 
• You want to earn a reasonable rate of return on your money
• You want to make sure that healthcare costs will not derail your retirement
• You wish to pay less in taxes on your social security income
• You would like to cut the Internal Revenue Service out of your will
• You want to reduce market volatility and protect your assets
• You want to reduce your portfolio fees
• You want to see if it's possible to get to the Zero % tax bracket in retirment

I already have a financial advisor - Why should I make an appointment with Paul Ewell?

A large percentage of the people who come in to visit us already have a financial advisor. This is not about trying to steal you away; this is about receiving a second opinion in an exploration of your investments and how they match your goals. The consultation is complimentary and there is no obligation for you to do business with us

Is Financial Foundations limited to specific investment companies?

No. We believe that each investor is unique and no single company is right for everyone. We are independent and our goal is to serve you by using the best tools and strategies available.

What are my obligations after my initial consultation?

Our first visit is designed to answer your questions, give you ample information to decide if we can help you, and that’s it. You decide if you want to meet with us again.

Is there a charge of any kind for an initial consultation?

No. There is no charge for our initial consultation.

How do I schedule a time to visit with Paul Ewell?

Select an appointment card with a date and time that works for you in the next couple of weeks. If those times do not fit your schedule you can speak to a member of our team to discuss a date that will work with your schedule.

What should I bring to the face-to-face meeting?

The following items would be helpful...

• Your latest financial statements, such as: Mutual funds; CDs; life insurance policies, annuity policies, retirement accounts (IRA, 401(k), TSA, 403(b), etc.) and trusts, etc.
• A copy of last year’s Federal Income Tax Return
• Any information relating to your concerns
• Any questions you may want to write down for discussion

What happens at the face-to-face meeting?

We will analyze your current financial situation by reviewing with you all of the information you provide. Then, by talking with you and identifying your specific areas of concern, we will be able to determine your needs and goals and make recommendations that are tailored to you.

What are your office hours?

We are available Monday - Friday, 9:00 am - 5:00 pm.

Where is your office located?

Our main office is located at:
12465 S Fort St., Ste 225 Draper, UT 84020