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Life Insurance, Annuities & Retirement Insurance Plans, Financial Planning Consultants

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Today: 8:00 am - 5:00 pm

39 Years

in Business

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Business

(559) 230-1648Visit WebsiteMap & Directions333 W Shaw Ave Ste 106Fresno, CA 93704 Write a Review

Hours

Regular Hours

Mon - Thu:	8:00 am - 5:00 pm
Fri:	8:00 am - 12:00 pm
Sat - Sun	Closed

Places Near Fresno with Life Insurance

Clovis (9 miles)
Calwa (11 miles)

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General Info

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. 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.

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Fax: (559) 230-1651

TollFree: (800) 887-2348

Services/Products

Financial Consulting Financial Planning Guidance with Long-Term Healthcare Retirement Planning Tax Strategies Wealth Management

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Life Insurance, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Financing Consultants, Insurance

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Phone: (559) 230-1648

Address: 333 W Shaw Ave Ste 106, Fresno, CA 93704

Website: website

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Soutas

Tax Planning
Does it make sense to make Roth conversions of these tax-deferred plans and pay tax at a lower rate now to eliminate the future potentially higher tax on these? Tax Planning may help you keep more of your retirement accounts, whether married or single, for you retirement income goals throughout your lifespan.
Avoiding Probate
Diversifying your retirement assets among a variety of vehicles and alternatives—both insurance and investment oriented, depending on what is appropriate for your situation—may offer you a better chance of meeting your retirement income goals throughout your lifespan. We help our clients with problems sometimes associated with retirement such as stopping spend down and avoiding probate. In doing so we leverage stop spend down as well as long-term care strategies designed to help accomplish those goals.
Tax Services
Tax Preparation verses Tax Planning. Little can be done to effectively lower taxes when you are preparing a tax return. With Tax Planning we look at strategies to help minimize taxes now and in future years.
Roth IRA
Keep in mind that you can’t contribute to a Roth IRA if your income is at or over the limit. The Roth IRA income limits for 2021 are $140,000 for single tax filers and $208,000 for married people filing jointly. (A conversion is not the same as a contribution.)
Tax Deductions
This type of retirement savings account is appealing because of its tax treatment. A traditional IRA (individual retirement account) is tax deferred — that is, investors receive a tax deduction on the money they contribute, then owe taxes when the money is withdrawn. A Roth IRA allows for the opposite: you pay income taxes on the money you contribute, but then can take it out tax-free.
Income Tax
Millions of workers suffered from job loss and wage reductions this year. If you’re among them, your income is likely lower than in past years, which — since you need to pay income tax on the amount you convert — would reduce how much income tax you pay when making this change.
Tax Deferral

Bonds
Wealth Management
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Soutas Financial & Insurance Solutions, Inc. are not affiliated companies. California Insurance License # OK48173

Accounting Services

Financial Planning
Preparing for Retirement According to a recent poll, roughly half of couples disagree on how much money they should have saved by retirement. New evidence suggests, however, that couples who work together on financial planning are happier and more successful in retirement. Couples who score high on cognitive interdependence (meaning they think of themselves as…
Retirement Planning
Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed fixed income component to your retirement strategy. In short, adding an annuity may be an opportunity to help ensure a portion of your retirement income will be guaranteed.
Annuities
Because the market does not provide security, you may want your financial strategies to include some guaranteed income products. For example, annuities, which are insurance products, can provide a source of supplemental income throughout your retirement.
Long Term Care
We can help you design a retirement income strategy that covers your ‘Paycheck’ (Needs), ‘Playcheck’ (Fun) and ‘LTC’ (Long-Term Care to help keep you at home or in assisted living and hopefully out of a nursing facility). We do this by incorporating insurance and annuity products to help provide a steady and reliable income stream for the rest of your life as well as investment products to create opportunities for long-term growth.
Asset Management
Twenty-first century asset diversification calls for more than just strategic asset allocation. Including alternatives such as products like annuities in your retirement income strategy can help protect your money from declines due to market losses.
Asset Protection
And has since helped families with asset protection and legacy planning. He continues to improve his financial knowledge by keeping up with ever-changing industry standards and regulations. Dale is an Investment Adviser Representative who has passed the Series 65 securities exam and is an insurance professional (life insurance agent).

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