Wealth Foundation Services

Whole Life Insurance

Did you know that a properly designed Cash Value Whole Life Insurance policy can benefit you while you are alive?  

Schedule a consultation with a Wealth Foundation professional to learn more about how life insurance can be a part of your retirement strategy.

Fixed Indexed Annuities

Are you worried about running out of money as you get older?  Concerned about how the next market crash will delay your retirement?

Discover the benefits of a Fixed Indexed Annuity and how it can address your worries about outliving your savings.  Request a consultation today!

Estate Planning

Designing a proper estate plan is critical to ensure that your wealth is transferred in the optimal manner.

Speak with one of the Wealth Foundation’s Certified Estate Planners™ to see what strategy works best for your situation.

“Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it.”

~ Albert Einstein