Insurance Planning

Insurance protection might feel like a waste of your financial resources, until it isn’t. At Foundation Wealth, we don’t sell insurance as we believe it’s important to never have the incentive to sell you a financial product to make a commission, but we work with great insurance representatives and can advise you as a fiduciary on picking the right products whether it’s disability, life, long term care, or other insurance. We are with you every step of the way to identify risks, identify solutions, and review those policies with you to ensure they are the best solution for your individual or family needs. As sworn fiduciaries, we work in your best interest at all times period.