Services

Multi-Faceted
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Our Services

Financial Planning
Guide Your Finances

Take control of your financial future with our comprehensive financial planning services, unique to you and your situation.

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Wealth Management
Protect. Grow. Thrive.

Wealth management is more than investing. We consider your unique financial goals to grow and protect your assets.

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Tax Planning
Simplify Your Taxes

We provide tax planning services that can help you save money and reach your financial goals with confidence.

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Estate Planning
A Lasting Legacy

Safeguard your legacy with estate planning services and tax considerations provided by our professionals.

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Company 401(k) Plans
Retain & Reward

We offer services for small and large companies looking to establish or optimize their employee retirement plans.

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Insurance Planning
Plan & Protect

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

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Schedule a consultation

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.

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About us

Foundation Wealth & Tax Advisors is a Fee-Only, Fiduciary, Independent Financial Advisory Firm.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.