Foundation for Financial Education

Jan 2024

Good place for sound advice from a fiduciary that has your best interest in mind. I highly recommend this non-profit org if you want to learn about wealth management, retirement and tax strategies and estate planning. I’ve been using F3E for about 6 yrs now. They also offer great webinars for free.

Aug 2018

Foundation for Financial Education (F3E) assisted me and my husband in preparing a Will to ensure our young daughter would be taken care of if, God forbid, anything were to happen to us. We had a tight timeline because we wanted to get everything completed before we left for a big trip. We were assisted by the same person (Kelley) from start to finish. She worked very hard on our Wills to ensure they were completed prior to our departure and she was the epitome of professionalism. F3E made the process very easy, straight forward, and swift. We feel much better leaving the country knowing our child will be taken care of - and has the legal documents to make the process...read full review