Foundation Financial Services
Foundation Financial Services
92 Wheeler Rd
Florida, NY 10921
Phone:845-651-5004
Fax:845-651-5006
Foundation Financial Services proudly serves families and businesses with wealth building strategies and cost efficient plans for growth. One of our primary concerns is the growth and protection of the vital assets necessary for a secure financial future for an individual and their family.
Of equal importance is the growth and protection of our business clients’ assets through cost efficient group benefit plans and tax advantaged retirement plans.
Whether it’s an IRA rollover, net worth analysis or a disability insurance quote, we offer an array of life insurance, health insurance, retirement plans, education plans, mutual funds, and annuities as the necessary elements to help you provide for a secure financial future.
Our carriers for life and health insurance and financial institutions such as Aetna and Hartford Life are among the most reputable and highly rated in the industry.
Business Life Insurance
Your career path, whether you work for a company or run your own business is laden with risk from every direction at any time.
You can protect your business and your family with our Business Continuation and Buy/Sell plans. You can protect your ability to earn a living with a Business Disability Insurance plan. If you’re an executive, you can supplement your 401-K or defined benefit pension with an Executive Bonus plan, SERP or Deferred Compensation plan.
Business owners, whether they are sole proprietors or partners, have visions of seeing their businesses grow and mature and of seeing their families and loved ones well cared for.
Copyright © 2005 Foundation Financial Services
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