Foundation Insurance Services LLC

Wealth Preservation

Your Retirement Solutions

Wealth Preservation

through low-risk savings & investment options for the older conservative investor who is either retired or approaching retirement

Income maximization

maximizing income for retirees by reducing unnecessary taxes on Social Security income & other assets, budgeting for scheduled raises to keep pace with inflation, as well as setting up personal pension plans with lifetime income

Healthcare planning

providing alternatives to Medicare supplements & long-term care insurance where appropriate in order to provide for unexpected acute & long-term health issues

Resource planning

eliminating unnecessary life insurance premiums that drain income, while tapping hidden assets in life insurance for supplemental sources of tax-advantaged income

Estate preservation

advice on bypassing unnecessary costs & time delays to your heirs typically incurred through the probate process, elimination of unnecessary inheritance taxes, stretching IRA tax-benefits over several generations; as well as strategies for creating more income for yourself by gifting to your favorite charities.

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Our Mission

We are business to consumer-driven. Not only do we work directly with consumers, we also work with business owners & high net worth individuals who want concierge quality.

Why FIS?

Our purpose is to be the trusted advisor to individuals, business owners, executives, & professionals looking toward retirement.

Foundation Insurance Services LLC operates only in the state of NJ. No offer may be made or accepted from any resident outside the state of NJ.

Foundation Insurance Services LLC and MoneyMattersUSA, Advisory LLC are independent companies with common ownership. Advisory services are offered through MoneyMattersUSA, Advisory LLC and Insurance services are offered through Foundation Insurance Services, LLC; Frederick Saide Financial Advisor. Frederick Saide is not connected with or endorsed by the United States Government, the federal Medicare program, Medicaid program, or the Social Security Administration.