Retirement Planning Solutions

Foundation Investment Advisors provides our Risk Based portfolios and offers the expertise and customized solutions to help investors build long-term, risk-managed portfolios tailored to meet their unique financial goals. 

We provide a variety of insurance products and strategies to meet the needs of our clients.

 

IS YOUR INSURANCE PORTFOLIO COMPLETE?

It’s important to make sure you are properly protected in every area, especially when it comes to your retirement. We are here to answer your questions and provide you with the knowledge to make the best decisions for your financial future. Contact us any time for a no-obligation appointment to review your current policies.

Investment Advisory Services are offered through Foundations Investment Advisors, LLC and is a SEC Registered Investment Advisor.

With annual costs of nursing home care running to potentially tens of thousands of dollars per year, you may be considering long-term care insurance. We provide access to competitive long-term care insurance policies through many of the industry's leading providers.

Social Security is an important aspect of most people’s retirement income picture, but if you don’t have a claiming strategy, you could miss out on tens of thousands or more in lifetime benefits. As a service, we offer a no-cost Social Security Analysis using our powerful software to help you figure out the best time to claim in order to receive the highest possible benefit.

Social Security Analysis

Life Insurance

Our Services

Annuities

Fixed and fixed index annuities can offer benefits for retirement including guaranteed retirement income, protection from market downturns, the potential to earn credited interest and more. We work with some of the highest-rated insurers in the industry to ensure that you have reliable and competitive products to meet your needs.

Long Term Care Insurance

Portfolio Management

Life insurance is often considered for protection of young families, but it can be just as valuable in creating a tax-advantaged retirement strategy, assuring transfer of wealth to future generations, or protecting and strengthening a small business. We work with a variety of highly-rated insurers offering a range of life insurance products that includes Fixed Indexed Universal Life, Term Life, Universal Life, and more.