SERVICES
We provide overall financial strategies and planning for families to support their needs for a resourceful financial future. Our agents represent products and services from more than 100 top-ranked companies. At Faundare, we help clients to navigate a broad range of options to come up with suitable solutions for their various needs.
RETIREMENT
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IRAs
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Annuities
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Indexed/Variable Annuities
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Immediate/Deferred Annuities
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Lifetime Income Annuities
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INVESTMENT
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Mutual Funds
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Exchange Traded Funds (ETF)
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Low-risk Asset Growth
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Saving Strategies
BUSINESS ACCOUNTS
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Executive Bonus Plan
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Key Person Insurance
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401k, 403b
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SEP and SIMPLE IRA
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Pension Plans
INSURANCE
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Variable Universal Life (VUL)
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Indexed Universal Life (IUL)
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Whole Life Insurance
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Term Life Insurance
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Long-term Care Coverage​
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Critical Illness Coverage
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Chronical Illness Coverage
EDUCATION
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529 College Savings Plan
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Education Saving Accounts
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LEGAL PROTECTION
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Living Trust
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Irrevocable Life Insurance Trust
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Charitable Strategies
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Estate Planning