Financial Foundations, LLC

Financial Foundations, LLC, (FFLLC) is a private, independent full service financial planning firm located in Cary NC. Co-owned by Bruce Albano and Christine Mergner, we each have 30 years of experience in the financial services industry. Together, we have developed a very unique approach to serving small to mid-size businesses as well as professional families. Through the collaborative efforts of trust attorneys, pension plan administrators, tax professionals, insurance underwriters, bankers, and other financial experts, Financial Foundations is able to develop a truly comprehensive plan that takes into consideration each client’s complete financial picture. We deliver innovative strategies designed to solve even complex problems. A great deal of emphasis is placed on our client’s unique communication style. Your participation in developing, understanding and implementing your financial plan insures that all of your financial concerns are addressed enabling you to live fiscally fit, peaceful and healthy lifestyles.

Solutions for Individuals include:
Comprehensive Planning Services
Employee Benefit Consulting
Retirement Plans
College Funding Strategies
Estate Planning
Long-Term Care and Disability Management
Tax-Efficient Income Distribution
Investments
Life Insurance

Solutions for Businesses and Organizations include:
Qualified Plans
Deferred Compensation Plans
Section 79 Plans
Executive Bonus Plans
Key Person Insurance
Salary Continuation Plans
Business Funding Strategies
Business Continuation and Exit Strategies

You’ve worked hard to be successful and you deserve the best. We’re committed to living up to your expectations.
At your service,
Christine Mergner and Bruce Albano
(919) 654-6918
Email: info@financialfoundations4you.com