Services

Investment Management

Investment management at Waymaker Legacy is built on discipline, intention, and clarity. We design and manage portfolios aligned with your goals, risk tolerance, and stage of life—removing noise and emotion from decision-making. Our focus is not chasing trends, but stewarding your resources wisely so your investments support the life and legacy you’re working to build.

Retirement Planning

Retirement planning is about more than reaching a number—it’s about stepping confidently into what comes next. We help you map out income strategies, timelines, and transitions so you can move forward with confidence and peace of mind. Through thoughtful planning, we help ensure your retirement is built with stability, flexibility, and purpose.

Risk Management & Insurance

Protecting what you’ve built is a critical part of clearing the path ahead. We evaluate potential risks and implement insurance strategies designed to safeguard your family, income, and assets. Our approach brings clarity to complex decisions, ensuring protection is intentional, appropriate, and aligned with your broader plan.

Tax Planning (Strategic, Not Filing)

Strategic tax planning helps preserve your wealth by anticipating what lies ahead. We work proactively to identify opportunities to reduce tax exposure through thoughtful structuring, timing, and coordination with your broader financial strategy. Our role is to help you keep more of what you’ve earned—so your resources can continue working toward your purpose.

Estate & Legacy Planning

Estate and legacy planning is about honoring what matters most. We help you structure your assets so they are transferred efficiently, intentionally, and in alignment with your values. By coordinating with legal professionals, we help ensure your wishes are clear, your family is protected, and your legacy is carried forward with care and conviction.

Wealth Management & Specialized Planning

As your financial life grows more complex, clarity becomes even more essential. Our wealth management and specialized planning services integrate investments, tax strategy, risk management, and long-term goals into a cohesive plan. Whether navigating business ownership, concentrated assets, or unique life transitions, we provide thoughtful guidance to help you move forward with confidence.

Ongoing Advice & Relationship Management

At Waymaker Legacy, guidance doesn’t end with a plan—it’s an ongoing relationship. We provide continuous advice, regular reviews, and proactive adjustments as your life and priorities evolve. Our commitment is to walk alongside you through every season, offering steady leadership, honest communication, and trusted guidance as you continue crafting your legacy.

Are you Ready to Craft your Legacy?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

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407.502.2968

info@waymakerlegacy.com

Find us

865 Oviedo Boulevard, Suite 1025,

Oviedo, FL 32765

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Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.

Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo. sec.gov and search by our firm name or by our CRD #175083.