Tag: fresnofinancialconsultant

The Truth About Retiring Rich That Most Millennials Don’t Know

Many millennials often tell me they won’t get rich without a six-figure salary. Your financial planner in Fresno CA understands that this myth stops many of us from taking those crucial first steps to build real wealth for retirement. Let me show you proven strategies that’ll help you retire rich, whatever your current income might… Continue reading The Truth About Retiring Rich That Most Millennials Don’t Know

How to Secure Your Investment During Market Volatility in Retirement

Market volatility rattles retirement plans of even the most confident investors. Your retirement consultant in Fresno CA will explore how unpredictable market swings can transform a stable investment portfolio into a source of anxiety, particularly during retirement when these funds become our lifeline. Let’s take a closer look at practical ways to secure your retirement… Continue reading How to Secure Your Investment During Market Volatility in Retirement

Maximize Your Retirement Health Benefits with a Retirement Calculator

Healthcare costs might eat away 30% of your retirement savings. Your retirement plan consultant in Fresno CA, knows that most people don’t realize how these expenses add up during their retirement years. This oversight often leads to financial challenges later. A retirement calculator helps eliminate this worry. You can project your future healthcare needs and… Continue reading Maximize Your Retirement Health Benefits with a Retirement Calculator

Recession-Proof Your Retirement: Diversified Portfolio Strategies for 2025

Many people worry about their retirement savings at the time market uncertainty and recession fears loom. Your financial planner in Fresno CA understands that no one can predict the next economic downturn, but a well-diversified portfolio offers protection for investments. This piece outlines proven strategies that will help safeguard your retirement savings in 2025. You… Continue reading Recession-Proof Your Retirement: Diversified Portfolio Strategies for 2025

The Ultimate Guide to Side Hustles for Retirees

Studies show that 40% of retirees look for ways to make extra money in retirement. Side hustles give retirees a great chance to add to their retirement savings while staying active and achieving their goals. Your retirement consultant in Fresno CA will explore how these flexible earning options help seniors keep their minds sharp, stay… Continue reading The Ultimate Guide to Side Hustles for Retirees

Legacy Planning Services: A Comprehensive Guide

We live in a world where planning for the future is crucial, especially when it comes to our legacy. With countless options regarding retirement planning in Fresno CA available legacy planning services have become an essential tool to ensure our wishes are carried out and our loved ones are taken care of after we’re gone.… Continue reading Legacy Planning Services: A Comprehensive Guide

5 Tips to a Successful Retirement

Have you ever come across individuals who are living out their retirement dreams and find yourself questioning, “How did they manage to achieve that?” Their excitement is evident as they excitedly discuss their plans to explore the globe or be exceptionally charitable, and it’s infectious! So, what does this appear like in daily life? Let’s… Continue reading 5 Tips to a Successful Retirement

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.
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