Financial Planning and Insurance – Why work with us for all your financial planning needs?
First, we believe your time is valuable. So, we become your Personal Financial Advocate and provide the value of having one point of contact for all of your Financial Planning and Insurance needs. Foundation Financial Solutions is a wealth management firm with offices in Sacramento CA, and Las Vegas, NV. that focuses on the needs of individuals and business owners. Our Mission is to help our client’s attain Financial Independence while gaining peace of mind. We understand that there can be many facets to your financial picture, other than just investments. So we help identify and prioritize those needs and create a totally unique and dynamic plan for you! Our strategic partners work to support this mission by filling gaps and making Foundation your trusted advisor for all things financial.
We specialize in Integrated Comprehensive Wealth Management, and Business Continuation Planning. Our vast resources and access to subject matter experts, gives us the ability to offer a truly unique, customized, and unbiased approach to serving all of your financial needs. We provide specialty programs you won’t find anywhere else like Integrated Financial Planning for Doctors, Financial Planning for Business Owners and Custom Retirement Plans for Businesses. and Group Benefits and Insurance for Businesses. We are experienced, knowledgeable, responsive, and understand you need for integrity and transparency.