Tag: Visalia

What Are Tax Planning Strategies?

Taxes may lead to considerable anxiety for both individuals and companies. Yet, you may lessen your tax liability and protect more of your hard-earned cash by carefully planning and strategizing. Your Visalia financial advisor would like to discuss some Tax preparation tactics that could assist with this. You may improve your financial situation, reach your… Continue reading What Are Tax Planning Strategies?

Benefits of Having a Financial Advisor in Visalia

Managing your finances may be challenging, especially if you have little to no prior expertise. The best answer to this problem is to hire a financial advisor. Financial advisors are experts with in-depth knowledge of the financial markets and rules who can also help with investing and portfolio management. You may eliminate guesswork from managing… Continue reading Benefits of Having a Financial Advisor in Visalia

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.
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