Mary Dee Foft & Associates is a financial services firm based in Tustin, California, offering support to individuals and families as they plan for their financial futures. Its services include financial planning, investment management, and guidance on insurance and long-term care. The firm’s messaging presents retirement as a journey rather than an endpoint, with an emphasis on building wealth and considering the legacy clients hope to leave. Prospective clients can request a complimentary 30-minute consultation to discuss their needs and goals.

Mary Dee Foft & Associates is located at 2522 Chambers Road, Suite 189, Tustin, California, and can be contacted by email or phone. The firm also shares updates through Facebook and LinkedIn. Securities are offered through Cambridge Investment Research, Inc., a FINRA and SIPC member broker-dealer, while advisory services are provided through Cambridge Investment Research Advisors, Inc., a registered investment adviser. The firm notes that availability of services and products depends on registration and jurisdiction, and encourages visitors to review their financial professional’s background through FINRA BrokerCheck.