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Our Services

At Fundamental Wealth Advisors, we provide expert assistance in the following areas:

Wealth Management

- Provide Comprehensive Wealth Management

- Fiduciary Advice - Always in the best interest of the client

- Retirement Plan:   SAMPLE FINANCIAL PLAN

- Social Security Analysis

- Income Tax Strategies (coordinated with CPA)

- Estate & Beneficiary Planning (coordinated with attorney)


Investments and Insurance

- Customized Actively Managed Portfolio Models

- Mutual Funds

- Stocks / Bonds / CDs

- IRAs - Traditional & ROTH

- Individual and Joint Accounts

- Trusts

- College Savings Accounts / UTMA

- Life Insurance / Long Term Care

- Annuities - Fixed, Indexed, Variable

Business Consulting

- 401k Plans

- SEP IRA / SIMPLE IRA / 403b / 457

- Corporate Accounts

- Succession Planning