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Foundation Financial & Insurance

Retire With The Confidence of A

Guaranteed Income

For Life!

1. Tell us a little about Yourself.

2. Get matched with Our Professional

3. Find out how an annuity fits into your plan.

Lets Get Started.

First Name *

Last Name *

Email *

Phone *

When do you plan on retiring? *

In The Next 3 Years

4-5 Years From Now

6-10 Years From Now

Over 10 Years From Now

I Don't Know

What is an estimate of how much you have saved for retirement? *

$0 - $100,000

$100,000 - $250,000

$250,000 - $500,000

Over $500,000

Do you have a Qualified account from a previous or current career? *

457(b)

401(k) Only

403(b) Only

Both 401(k) and 403(b)

None

Not Sure

Date of Birth *

State *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from Foundation Financial and your representative Johnathon Shelton.

NEXT

Protect Your Savings From

Market Losses.

We Help You Plan To Retire The Way You Want To.

Regardless of whether retirement is imminent or years away, purchasing an annuity can be an effective strategy to enhance your retirement by ensuring a consistent income stream throughout your lifetime.

A 'Paycheck" for Life

By securing a guaranteed income, annuities can alleviate the fear of outliving your savings, allowing for a more comfortable and worry-free retirement

Guaranteed Stable Growth

Unlike 401(k) plans and IRAs, which are subject to market fluctuations, fixed annuities offer a guaranteed minimum interest rate over a selected term, ensuring consistent growth regardless of market performance.

Options Based On your Life

There are several types of annuities available, our advisor can guide you in selecting the one that best aligns with your financial goals and retirement strategy.

Our Advisor is here to Help!

Connect with an advisor who understands you—someone who grasps your overall goals and helps you make informed financial decisions.

All rights reserved. This is not an offer to enter into an agreement. Information and programs are subject to change without notice.

Foundation Financial

1175 S Main st STE B, Madisonville KY 42431

[email protected]

270-245-2583

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