Category: Annuities

Annuities 101: What They Are and Why You Might Need One

Retirement planning can be a complex puzzle, and annuities are often a misunderstood piece. What are annuities, and why might someone need one? Your financial consultant in Fresno CA wants to help you to understand that these financial products offer a unique way to secure a steady income stream so you can Retire”Your Way. They have […]

How Much of My Income Should I Invest for Retirement?

One financial objective that everyone should prioritize is saving for retirement. It entails putting some of your earnings aside to guarantee a decent living once you retire. Your Fresno financial advisor says this that figuring out how much money is appropriate to save for retirement might be a challenge for a lot of individuals. Putting […]

How Important Is Long-Term Care Insurance?

Planning for the future becomes more crucial than ever in today’s fast-paced environment. Being ready might mean the difference when it comes to everything from financial investments to medical issues. In this article, your Fresno financial advisor will discuss how long-term care insurance is one subject that is frequently disregarded. But who actually requires it? […]

What Should I Bring to My First Meeting With My Financial Advisor?

Do you have anxiety about attending your initial appointment with a financial advisor and are unclear of what to bring? You’re not alone, so don’t worry. The question of what paperwork and information are need for their initial session is one that many individuals encounter. But do not worry; in this post, your Fresno financial […]

California Insurance License # OK48173
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, or performance data. Any mention of a particular security, portfolio of securities, transaction, investment or planning strategy is not an indication that it 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 adviserinfo.sec.gov and search by our firm name or by our CRD #175083. Any comments regarding safe and secure investments, or Guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory services offered through Foundations. Rates and Guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. This is not endorsed by the U.S. government or associated with any federal Medicare program.
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Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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