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As a Madera Financial Advisor we can help you layer all your assets with a calculated protection plan for peace of mind and backup in case of any sudden shifts in your financial situation.
Asset protection is essential to protect your wealth against unpredictable market situations, shifts, and more. It helps shield you against any future legal or financial threat to your wealth. We can help you plan for long-term protection so that you can rest easy and have better control over your assets.
Asset protection is a step-by-step process for us. We help you plan a comprehensive asset protection place that acts as a safety blanket for you and your family.
AnalysisKnowing the risks your assets can incur is the best | PlanWe consider you, your family, your physical assets, | Manage & AdjustThe market and your situation can change at any moment. We meet with you at your scheduled time to make timely adjustments to your protection plan. |
Retirement can be daunting to some, but at Soutas Financial & Insurance Solutions, we provide retirement income strategies so you don’t have to worry when you’re ready to retire. Our strategies involve a variety of techniques to create a reliable stream of income during retirement that is personalized specifically to your lifestyle and wants. The goal of these strategies is to generate a sufficient and sustainable income to cover living expenses and maintain the desired standard of living for every one of our clients. By developing and implementing a sound retirement income strategy, Soutas Financial & Insurance Solutions will help you enjoy a more financially secure and comfortable retirement.
At Soutas Financial & Insurance Solutions, we know the power of wealth. But how do you go about accumulating it, and once you have it, how do you manage it? That’s where our strategies come into play. Our strategies can help you increase your net worth over time by investing wisely, managing your debt, and creating a solid budget—and more! Make long-term financial goals, such as retirement planning and creating generational wealth, that much easier to achieve by employing our wealth accumulation strategies today.
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The commentary on this website reflects the personal opinions, viewpoints, and analyses of the author, Soutas Financial, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), or performance returns of Foundations client. The views reflected in the commentary are subject to change at anytime without notice. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security, or any security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Foundations deems reliable any statistical data or information obtained from or prepared by third party sources that is included in any commentary, but in no way guarantees its accuracy or completeness.
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.
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