https://www.marydeefoft.com/contact-1 daily 0.75 2022-01-27 https://www.marydeefoft.com/resources daily 0.75 2021-02-18 https://images.squarespace-cdn.com/content/v1/5fe22be6210cb95eba89e00f/1608672866919-OSTHPSY9M8TGTGH92NT8/dreamstime_xxl_75686415.jpg Resources Hands in the air with giving words above https://images.squarespace-cdn.com/content/v1/5fe22be6210cb95eba89e00f/1609948933477-XUV70XFO77XFPNZZ8WNV/Estate+Planning Resources Notebook with the words Estate Planning on it. 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She has helped clients develop strategies to maximize their retirement income and to use Charitable Giving strategies that are tax advantaged. She enjoys consulting with her clients using financial plans that help them discover their unique goals, their true Philanthropic intent and then which of their most valued charities they wish to support. Before beginning her career as a Financial Advisor, she worked as a field staff member with CRU (formerly Campus Crusade for Christ), leading studies in the US and then in Eastern Europe. She also directed fund raising efforts for major donors. Because of cross-cultural experience she can understand clients from different cultures and how their values can motivate them in achieving financial independence for their families. She lives in Tustin California and is an active member of Trinity Presbyterian Church and is on the board of The Ohio State University Alumni Club of Orange County. She also is on the Board of AIP (Advisors in Philanthropy) of Orange County. She has obtained a B.S. in Education from The Ohio State University and a M. A. in Biblical Studies from the International Graduate School of Theology. She holds FINRA Series 7 and 66 and a California State Insurance License. She is a Certified Kingdom Advisor with Kingdom Advisors. https://www.marydeefoft.com/contact daily 0.75 2020-12-22 https://www.marydeefoft.com/investment-management daily 0.75 2021-02-22 https://images.squarespace-cdn.com/content/v1/5fe22be6210cb95eba89e00f/1612971055187-110A32JXVZW4PVW9NZLL/puzzle_100718.jpg Investment Management - Key Elements of your Investment Management will include: A customized approach to helping you understand the ever-changing investment world. Customized investment strategies to meet your needs. Regularly scheduled meetings to set goals and discuss portfolio progress. https://www.marydeefoft.com/new-page daily 1.0 2025-06-19 https://images.squarespace-cdn.com/content/v1/5fe22be6210cb95eba89e00f/1613654520185-AXMLL7WUS139VLDSMOTU/You+can+discover.png Home https://www.marydeefoft.com/services daily 0.75 2024-04-04 https://images.squarespace-cdn.com/content/v1/5fe22be6210cb95eba89e00f/1613496382019-HCPR0OF9M0L0V8KXF6UJ/Arrow.png Financial Planning https://images.squarespace-cdn.com/content/v1/5fe22be6210cb95eba89e00f/1613496452922-RWQVXDD5HS18FPFRBOBU/Arrow.png Financial Planning https://images.squarespace-cdn.com/content/v1/5fe22be6210cb95eba89e00f/1613496470990-7YC27HORZDVEC1X94B2L/Arrow.png Financial Planning https://images.squarespace-cdn.com/content/v1/5fe22be6210cb95eba89e00f/1613655031054-3DFKHJG0DYTEU75K2B3Z/https___blogs-images.forbes.com_alejandrocremades_files_2018_12_business-3605367_1920-1200x741.jpg Financial Planning https://images.squarespace-cdn.com/content/v1/5fe22be6210cb95eba89e00f/1613655051261-EYRRNFJGT01FXJFNBK73/istockphoto-529075238-612x612.jpg Financial Planning https://images.squarespace-cdn.com/content/v1/5fe22be6210cb95eba89e00f/1613655258567-LLKUV2LD2UI5VWUW6TV1/shutterstock_99714560.jpg Financial Planning - Delivering your route We will meet with you to deliver a proposed financial plan. Once all details are discussed and agreed upon, your plan will be implemented. They key to success is to work with a financial expert who knows your complete financial picture… your preferences & concerns. https://images.squarespace-cdn.com/content/v1/5fe22be6210cb95eba89e00f/1613655365431-8QQCR28LCRS3WS85FD20/keeping-your-business-on-track.jpg Financial Planning - Keeping you on Track Mary Dee Foft & Associates utilizes an online tool to keep you on track to your destination. This tool will allow you to track your goals, spending, and budgeting in real time. Scheduled meetings to discuss your success and assistance with any detours along the way are key to keeping on track! We are always here to help, you may contact us at any time. https://www.marydeefoft.com/insurance-long-term-care daily 0.75 2023-09-19 https://images.squarespace-cdn.com/content/v1/5fe22be6210cb95eba89e00f/1612971483907-B75UIIGLC0R1VMB86SLN/longtermcare_480396049.jpg Insurance & Long Term Care - Key elements of Long term care include: Freedom of Choice Where you want your care to be (at home or a center) Whether you wish to have coverage for all care or a portion of it. Quality level of care Long Term care reduces the financial strain and psychological stress from your family and allows you to enjoy your independence & afford quality care. https://images.squarespace-cdn.com/content/v1/5fe22be6210cb95eba89e00f/1612974673032-WRCGWVGP5571L86199CA/R76f0c607d1df101428c03e5c4016ba42.jfif Insurance & Long Term Care - Key elements of Life Insurance include: Tax Free Benefit to your loved ones and/or Favorite Charities. Access to Tax-Free Income to supplement your retirement Cash Value An Indexed Universal Life can offer: link to a Market Index protection from the market downside with a zero percentage (0%) floor. Access to funds for specific Long-Term Care or Chronic Illness needs. Debt or Income replacement Life insurance benefits can help replace your income if you pass away. Your beneficiaries can use the money to help cover essential expenses and even Final Expenses https://www.marydeefoft.com/get-started daily 0.75 2025-05-12 https://www.marydeefoft.com/get-started/p/relationship-with-youothers-h98xe monthly 0.5 2024-04-10 https://images.squarespace-cdn.com/content/v1/5ced8e1d5fd4c700018dd761/1560190004400-XTA0DF0S9WOZJUG994C8/Stocksy_txp824ffa5crXt000_Original_845035.jpg Get Started - Relationship with You+Others https://www.marydeefoft.com/get-started/p/relationship-with-others-ez4d3 monthly 0.5 2024-04-10 https://images.squarespace-cdn.com/content/v1/5ced8e1d5fd4c700018dd761/1560189982811-KFAJF1TCUH1SXZ827UMC/Stocksy_txp824ffa5crXt000_Large_844923.jpg Get Started - Relationship with Others https://www.marydeefoft.com/get-started/p/relationship-with-you-ss3cd monthly 0.5 2024-04-10 https://images.squarespace-cdn.com/content/v1/5ced8e1d5fd4c700018dd761/1560189874730-3B0TSLDUHTQ93497V3L8/Stocksy_txp824ffa5crXt000_Large_844934A.jpg Get Started - Relationship with You