Menu
“Retire Your Way” Podcast-Click HERE to Listen!
Financial planning is an ongoing process that requires consistent effort and adjustments to achieve the best results. Whether you’re planning for retirement, wealth accumulation, tax reduction, or asset protection, we can assist you in creating a comprehensive plan that can be adjusted as your goals change over time. By starting with a well-rounded plan and regularly revisiting and refining it, we can help you achieve your financial objectives.
Want to increase your wealth with a sustainable investment strategy? We can help you with wealth accumulation to meet your goals. Whether you are planning for a house, marriage, welcoming a new baby, or your kid’s education—we will help you reach your goal with timely and proportionate adjustments to your wealth management strategy.
There are multiple options available, including retirement planning, annuities, life insurance, IRAs, stocks, and bonds. Based on your desired outcome, we can establish your wealth portfolio. Are you looking for an expert wealth management advisor in Visalia? Soutas Financial & Insurance Solutions can help you. Dale Soutas is a veteran financial advisor with nearly four decades of experience. Talk to Dale to see how you can plan, manage, and grow your wealth to reach your financial goals.
Book an Appointment with a Visalia Financial Advisor
We are not your typical financial firm. Our focus is not limited to growth alone. Instead, we take a holistic approach by integrating and coordinating all aspects of your wealth, including investments, insurance, loans, taxes, and more, to create a well-rounded plan that provides balanced growth. This is how we take a comprehensive approach to wealth growth for our clients.
Portfolio | Tax-Smart | Innovative ApproachWe deviate from traditional wealth management of secured growth and go for calculated risk that gives you ample average to increase your wealth to the next level. |
It needs expert insight, an innovative approach, and timely action. You need a financial advisor who considers your situation, vision, and objectives while managing your wealth. Partner with Soutas Financial & Insurance Solutions. Dale Soutas of Soutas Financial & Insurance Solutions has been a wealth accumulation advisor since 1985. If you are in Visalia, schedule a call with Dale to discuss your financial situation, goals, and more. Dale’s experience and wealth of market knowledge are going to help you come up with a solid start for a secure and prosperous financial future.
Talk to a Professional Visalia Financial Advisor & Planner
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.
ADV Part 2A & Form CRS | Privacy Policy | Terms of Use | Sitemap