Menu
“Retire Your Way” Podcast-Click HERE to Listen!
The Baby Boomer Dilemma
Since 1989, Soutas Financial and Insurance Solutions, Inc. has helped California
families with their “Retire Your Way” retirement planning process.
Why watch The Baby Boomer DILEMMA Movie? It exposes common retirement mistakes and easy solutions!
As the president of Soutas Financial & Insurance Solutions, Inc., Dale is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income. Dale can be heard spreading his financial guidance on local KMJ and Power Talk radio.
Dale began his financial services career in 1985 by joining his father’s State Farm Insurance Agency in San Jose, California. There, he spent years helping families design their retirement and other wealth transfer strategies. In 1989, he relocated to the Central Valley and opened his own independent firm, Soutas Financial & Insurance Solutions, Inc.
In 1997, Dale learned how to assist families in determining if they were eligible for long-term care Medi-Cal coverage and has since helped families with asset protection and legacy planning. He continues to improve his financial knowledge by keeping up with ever-changing industry standards and regulations. Dale is an Investment Adviser Representative who has passed the Series 65 securities exam and is an insurance professional (life insurance agent).
Dale is passionate about aiding families on their road to retirement. He specializes in long-term care strategies for those without long-term care insurance by creating plans designed to protect their assets and help them become eligible for various government programs. Additionally, Dale assists clients with asset protection strategies, income planning and tax-efficient strategies.
Residing in Fresno, Dale and his wife, Barbara, have four children and two grandchildren. They enjoy traveling and playing with their two golden-doodles. Dale spends his time away from the office golfing, bowling and building, flying and repairing radio-controlled airplanes.
Phone: 559.230.1648
Fax: 559.230.1651
info@soutas.com
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.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
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.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
ADV Part 2A & Form CRS | Privacy Policy | Terms of Use | Sitemap