Foundation Insurance Services LLC
Your Retirement Solutions
through low-risk savings & investment options for the older conservative investor who is either retired or approaching retirement
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
providing alternatives to Medicare supplements & long-term care insurance where appropriate in order to provide for unexpected acute & long-term health issues
eliminating unnecessary life insurance premiums that drain income, while tapping hidden assets in life insurance for supplemental sources of tax-advantaged income
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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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.
Our purpose is to be the trusted advisor to individuals, business owners, executives, & professionals looking toward retirement.
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.