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Individuals & Families

Whether you are looking to create financial strategies just for you or your family, we can assist in helping you accomplish short, mid and long term goals by providing solutions throughout all of life's stages.

Financial Position
Budgeting/Cash Flow Analysis
Life Insurance
Living Benefits
Short Term/Long Term Disability
Long Term Care
Fixed/Index/Annuities
(Non-Qualified, IRA, Roth IRA, SEP IRA, Simple IRA)
Estate Planning Strategies

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We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.

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Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083. TC123783(1021)P

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