Your Success Is Our Business
We simplify financial concepts with care and due diligence to fit your unique story and create a lasting legacy.
Wealth Creation
Strategies to grow and protect your assets.
Investment advice for long-term financial security.
Personalized planning for your unique financial journey.
Wealth Accumulation
Financial Protection
Your Success Is Our Business
We simplify financial concepts with care and due diligence to fit your unique story and create a lasting legacy.
Wealth Creation
Strategies to grow and protect your assets.
Investment advice for long-term financial security.
Personalized planning for your unique financial journey.
Wealth Accumulation
Financial Protection
Our Mission
At Foliage Financial, our mission is to help women formulate a financial plan they can be proud of. We specialize in wealth creation, accumulation, and protection, providing tailored financial planning and investment services while fostering personal connection, trust, and lasting success.
87%
$1,100,000
Research reveals the amount of money Americans feel they need to achieve financially happiness.
Of Americans maintain healthier money habits with a financial plan.
Empower Your Wealth
We are genuinely committed to help you grow, protect, and flourish financially.
Financial Planning
Comprehensive financial planning to help you achieve your goals and navigate life's financial challenges.
Investment Planning
Establish a customized plan to guide your journey to and through retirement.
Retirement Planning
Risk Management / Insurance Planning
Help protects you and your loved ones from the costs associated with accidents, disability, illness, and death.
Estate & Trust Planning
Learn how to safeguard your assets and ensure long-term financial security for you and your family.
Define the proper business structure, how to attract talents, and make the company desirable to potential purchasers.
Solutions for Business
Discover personalized investment strategies designed to grow your wealth and secure your financial future.
Client Feedback
Hear from our satisfied clients about their financial journeys.
Foliage Financial transformed my approach to wealth management. Their guidance is invaluable.
Sarah J.
Florida
The team at Foliage Financial provided exceptional support in planning my investments. I feel secure and confident in my financial future.
Emily C.
Tennessee
★★★★★
★★★★★
*The persons giving these testimonials were directly solicited by Foliage Financial. No compensation of any kind was provided.
Get in Touch
Connect with us for personalized financial planning and investment services.
Contact
book your financial plan video call
info@foliagefin.com
239-233-1395
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Disclaimer: Foliage Financial Planning LLC ("Foliage Financial") is a registered investment adviser offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Foliage Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Foliage Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.