Secure Your Retirement with Expert Planning

In addition to our Employee Services we can provide in the workplace, we offer complimentary financial education workshops to a variety of companies, businesses and organizations.

QUALIFIED, NON-ERISA RETIREMENT PLANS

403(b) Plans
457(b) Plans
401K Plans
Profit Sharing Plans
Deferred Compensation Plans
Pensions

EMPLOYEE BENEFITS

Key Employee Plans
Group Life Insurance
Group Short Term/Long Term Disability
Health Insurance

Disability insurance is offered through representatives who are independently contracted with insurers providing such coverages and is neither underwritten nor issued by National Life Insurance Company.

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, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy 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 https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083. TC123783(1021)P

Foundations' Form ADV Part 2A&Form CRS

Foundations' Privacy Policy

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