Business Planning
Have You Ever Wondered…
- Am I making the most out of my 401(k)?
- Am I fully covered or over covered on my insurance policies?
- Am I on track with my financial goals for retirement and savings?
- What is my alternative when the stock Market goes negative?
- What will happen to my loved ones/estate/personal items if I am no longer able to manage/provide/care for them?
- Retirement Contribution Strategies
- Tax Reduction Strategies
- Qualified and Non-qualified deferred Compensation
- Business Continuation, Buy/Sell Agreements
- Business Succession Planning
- Executive Benefit Packages
- Business Owner Retirement Solutions
- Asset Protection Services
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5 Wealth Management
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding paying any local, state, or federal taxes. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.
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This is an {unpaid solicited} client testimonial. The client has had a financial relationship with Foundation Investment Advisors for over 2 years and is providing his/her personal opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client’s experience may or may not be the same as another client’s experience. This conflict is mitigated by our financial advisor’s fiduciary duty to tailor each client’s investment objectives to each
individual client’s own financial situation. Foundations Investment Advisors, LLC is an SEC registered investment adviser. Past performance is not indicative of future results. No investment advice is being sought.