How We Can Help

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Needs Assessment & Analysis

Coverage Evaluation & Comparison

Personalized Insurance Recommendations

Ongoing Review & Monitoring

Insurance Policy Review

Insurance Planning

Gain a comprehensive approach to insurance planning and make informed decisions for your future.


Insurance planning may feel like a waste of financial resources until it isn’t. 

That’s why Foundation Wealth and Tax provides personalized insurance planning guidance, empowering you to make informed decisions for your future. 

As fee-only fiduciaries, we don't sell insurance, and we never receive compensation for referring you to anyone. We work hard to ensure there are no conflicts of interest so that you can be sure you are receiving advice that is in your best interest. We leverage our knowledge to analyze your unique needs and connect you with qualified representatives who offer the right coverage options. With us, you will receive strategic recommendations and the confidence to choose the insurance that truly protects you and your loved ones. 

Focus on what matters most and let Foundation Wealth and Tax guide your insurance journey.


What types of insurance do you help with?

We help with various types including life, health, and more!

What makes Foundation Wealth and Tax different from other insurance advisors?

We focus on personalized planning and advising our clients for the best fit for their situation. As fee-only fiduciaries, we don't sell insurance, we connect you with qualified professionals and support you throughout the process.

What if I’m unsure what kind of coverage I need?

We’ll help you identify your potential risks and vulnerabilities, guiding you towards suitable options.

Still have questions?

Contact one of our financial professionals.

Chat with our team

Talk to one of our licensed professionals today to find out more about how our dedicated team can help you meet your financial goals with confidence.