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Individual 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?
  • Life Insurance
  • Accident
  • Supplement and GAP Insurance
  • Disability/Income Protection
  • Tax “Savings” Planning
  • Retirement Income Protection
  • “Living” Your LegacyRetirement and Legacy Planning
  • CD Alternatives
  • Tax-Free Retirement Planning
  • College Funding
  • Lifetime Income Planning
  • Tax Depletion Techniques
  • Alternative Investment Options
  • LifeLock
  • LTC
  • Stock Market Protection Planning
  • Social Security Maximization

Contact Us

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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.

Testimonial-example only, your facts/circumstances may change this disclosure:
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.