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Our Services

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

Investments

  • Advisory & Brokerage Accounts
  • Mutual Funds
  • Stocks
  • Corporate / Government / Municipal Bonds
  • Certificates of Deposits
  • Non-Qualified / Taxable Accounts
  • Trusts
  • Corporate Accounts
  • Traditional IRA / Rollover
  • Roth IRA
  • SEP & SIMPLE IRA
  • 401k, 403b, Deferred Compensation Plans
  • College Savings Accounts
  • UTMA

Wealth Management

  • Includes managing assets and on-going financial advice
  • Retirement Planning: projections, income distribution calculations, customized to client's situation. Click here to see Sample Financial Plan
  • Tax Efficient Investment Strategies
  • Social Security Analysis & Recommendations
  • Gifting Strategies
  • Income Tax Planning*
  • Estate & Beneficiary Planning*

*coordinated with tax professionals and attorneys

Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Variable Annuities
  • Index / Fixed Annuities