Emma I Foulkes, CRPC

Emma I. Foulkes, CRPC

 

Affluence is about more than just money. Creating wealth brings responsibility and complexity. I have been working closely with individuals and business owners since 2002 providing strategies to help  protect and preserve wealth. I help clients step back and explore the full range of opportunities that their wealth can bring.

  

My clients include doctors, lawyers, business owners, and senior executives. Typically, clients come to me when they want an overall look at their financial well- being and need investment and insurance solutions. With access to over 200 insurance companies and 6,000 investment companies, I seek to design unique solutions that are tailored to business owners’ or an individual’s goals and dreams.

 

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Schedule a no obligation complimentary consultation to review your Financial Health

 

 
Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

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