Malcolm Giles helps clients enjoy more financial security with “foundation planning,” which focuses on several crucial areas of retirement: income planning, tax mitigation strategies, wealth preservation, solutions to pay for long-term care without devastating personal finances, and estate planning for loved ones. His clients often comment on how this unique philosophy, and his painstaking efforts to understand their situation and explain their options to them, leave them with more peace of mind. Malcolm prides himself on carefully listening to every person’s needs, their goals, and then building out a personalized strategy for them.