Our Services
At Fundamental Wealth Advisors, we provide professional advice 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