Asset Protection Advisor Fresno, CA

Advisor

Fresno, CA

Diversifying your retirement assets among a variety of vehicles and alternatives—both insurance and investment oriented, depending on what is appropriate for your situation—may offer you the best chance of meeting your retirement income goals throughout your lifespan.
Because the market does not provide security, you may want your financial strategies to include some guaranteed income products. For example, annuities, which are insurance products, can provide a source of supplemental income throughout your retirement.
Twenty-first century asset diversification calls for more than just strategic asset allocation. Including alternatives such as products like annuities in your retirement income strategy can help protect your money from declines due to market losses.
Diversifying your retirement assets among a variety of vehicles and alternatives — both through insurance products and investments, depending on what is appropriate for your situation — may offer you the best chance of meeting your retirement income goals throughout your lifespan.
For Your No Cost, Complimentary Visit, Click Below
How can we help you with your planning? What are Your Goals & Concerns?
VISIT WITH US

STRATEGIES FOR

Financial Independence

To schedule a time to discuss your financial future and the possible ways we may help you with your of insurance or investments in your financial strategy, call us at 559-230-1648 today! We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

At

Soutas

Financial

&

Insurance

Solutions

Inc.,

We

Offer

The

Following

Services:

(Click the images below to learn more about each service)
Retirement Income Strategies
Wealth Accumulation Strategies
Asset Protection
Long-Term Care Strategies
Legacy Planning
Tax Planning Strategies
IRA, 401(K) & 403(B) Rollovers
Life Insurance
Annuities
Medicare

We

Can

Also

Refer

You

To

Professionals

Who

Provide

The

Following

Services:

Trusts

•

Probate

•

Charitable Giving

•

Estate Planning

Will A Recession Rob Your

Retirement

A complimentary 20-minute Strategy Visit with Soutas Financial can help ensure you and your family are supported — even if the economy takes another dip.

YOU HAVE A

DREAM.

LET'S MAKE A

PLAN.

CONTACT US

Phone: 559.230.1648
Fax: 559.230.1651
333 West Shaw Avenue
Suite 106
Fresno, CA 93704
Facebook Instagram Youtube
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