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Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser; Matthew Tucker is an investment adviser representative with Foundations. Thrive is a separate, unaffiliated entity and is independent from Foundations. Ben Heizer is not an investment adviser representative with Foundations and does not provide investment advisory services. Thrive does have a Foundations investment adviser representative that can provide such services. By contacting Thrive./Ben Heizer you may be provided with information regarding the purchase of insurance products. Rates and Guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.

Secure
Upload Portal

Your time is valuable! In order to make your meeting as efficient as possible and maximize the time we spend together, we ask that you upload your financial documents at least 72 hour prior to your appointment using this easy and secure upload portal.
Documents to upload prior to your appointment include:
  • Retirement Budget Worksheet (download before filling out)
  • Brokerage Statements
  • 401(k) or IRA Statements
  • Annuity Statements (outside of THRIVE.)
  • Pension Paperwork
    • Illinois Retirement
    • Wisconsin Retirement
    • Texas Retirement
  • Social Security Statement
  • Tax Returns
  • Trust Documents
  • Any Other Pertinent Information
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CLICK TO DOWNLOAD RETIREMENT BUDGET WORKSHEET