Retirement Planning >>
You can no longer rely on Social Security to cover your retirement. People are living longer, health costs are rising, non-traditional retirement plans are being eliminated, and the cost of living is increasing. Life Foundations LLC can help you start planning today to safeguard your future retirement.
Our retirement planning experts can assist you in implementing wealth accumulation, asset protection, tax planning, estate planning, income planning, long-term care, and life insurance strategies into your retirement planning portfolio. We want to provide you with peace of mind, knowing that you will maintain the same quality of life (or better) during your retirement years and ensure that your estate will be passed onto your heirs in the most tax-advantageous manner.
To learn more about our retirement planning services or to schedule a free, no-obligation consultation, please call us at 678.570.0129.
Asset Protection >>
There are multiple strategies and tools that may be integrated into your financial plan to protect your assets. Life Foundations LLC can help you select and refine the appropriate asset protection and asset diversification strategies for your financial needs. Your plan should include a legal will, powers of attorney, an estate plan, and potentially a trust - all of which will help you keep more of your hard-earned money and pass on more of your assets to your heirs (rather than the IRS).
To learn more about our asset protection services or to schedule a free, no-obligation consultation, please call us at 678.570.0129.
Estate Planning >>
Planning how to properly protect, preserve, and pass along your estate to your heirs is one of the most vital components of your overall financial wellbeing. Life Foundations LLC will work with you to customize a strategy to meet your long-term goals and needs. Whether you are trying to minimize the impact of taxes or simply guarantee your heirs will receive what you originally planned, Life Foundations LLC will work with you in planning today, and with your heirs in executing future strategies.
IRA Legacy Planning
IRA legacy planning is an important planning strategy that helps secure how you will pass along your hard-earned retirement savings to your family and/or friends upon your passing, giving your accounts protection from the IRS. Life Foundations LLC can show you how to leave a legacy to your children, grandchildren, and great-grandchildren, with very little tax due.
Trusts
Living trusts allow you to retain control of the trust while living, pass on guardianship if ever you become incapacitated or unable to make decisions for yourself, and eventually transfer the trust onto your heirs without the hassle of probate. Should you wish to integrate this simple method of passing your estate to your loved ones, please contact Life Foundations LLC to learn more or to schedule an appointment with our estate planning experts.
Life Insurance
Life insurance is an estate planning tool that can be used to provide your family with the financial security they will need in the event of you or your spouse's passing. Whether you look to give your family an immediate source of income or to reconcile your outstanding debt, Life Foundations LLC can assist you in adding a life insurance component to your estate portfolio.
Probate
Also known as the process of proving a will to be true, probate requires that your estate, assets, and debt become finalized under legal supervision. Probate can be a lengthy, complicated, and burdensome process for your heirs. Life Foundations LLC may assist you in mitigating this process by applying probate estate planning strategies to your financial portfolio.
Charitable Giving
Charitable giving is not only a gracious act - in that you're doing good for others - but can also be considered "doing good" for your financial wellbeing. Life Foundations LLC can help you integrate a charitable giving strategy into your portfolio, and thus help you minimize your estate and income taxes.
To learn more about our estate planning services or to schedule a free, no-obligation consultation, please call us at 678.570.0129.
Income Planning>>
The fear of outliving your retirement savings can be alleviated by proper income planning with Life Foundations LLC. Our income planning specialists can help you evaluate your current financial situation and develop a plan to help protect and preserve your retirement savings. Our specialists can also assist in planning for the distribution of your retirement savings, ensuring that your retirement accounts will last throughout your retirement years. With proper planning, Life Foundations LLC can help you secure the same quality of life, or better, throughout your retirement.
Our retirement planning experts can assist you in implementing wealth accumulation, asset protection, tax planning, estate planning, income planning, long-term care, and life insurance strategies into your retirement planning portfolio. We want to provide you with peace of mind, knowing that you will maintain the same quality of life (or better) during your retirement years and ensure that your estate will be passed onto your heirs in the most tax-advantageous manner. To learn more about our income planning services or to schedule a free, no-obligation consultation, please call us at 678.570.0129.
IRA and 401K Rollovers >>
Let us help you turn your nest egg into a golden egg. Life Foundations LLC, Georgia's retirement specialists, can help you roll over your retirement savings accounts – thus helping you avoid unnecessary taxes, penalties, and fees – and build a comprehensive retirement plan. Whether you have a 401(k), pension, 403b, IRA, or 457, Life Foundations LLC can help you create the plan you need to reach your retirement goals.
To learn more about your retirement account and the options you have available to you, please call us at 678.570.0129
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| News and Information |
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Did you know?
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You can choose payments that last your lifetime, the lifetime of you and your spouse (or another person), or a fixed number of years. Ask a Representative about this Income Rider feature. |
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Second Point - Contact us and let us show you How Annuities Work! |
| Our Values |
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You rely on us to help design a comprehensive plan that will serve as the basis for a strong financial future. We take that responsibility seriously. Trust is a valuable commodity and it serves as a pillar in making any relationship work, to that end we adhere to the laws and regulations that govern our business. |
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We strive to act with integrity across all areas of our business and demonstrate a high level of ethical standards in all our practices. |
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| A Practical Approach |
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Seasoned professionals work closely with the best products in the industry to achieve the highest value for our clients. At the center of our planning is a realistic, needs-based approach to your financial strategy. We work closely with you to understand your unique situation and develop a plan to achieve your financial goals. |
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| Pillars |
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Ethics: Every representative is licensed in the state they offer our products in. Secondly, we adhere to state continuing education guidelines which helps us to keep up with the latest industry standards on ethics, solicitation guidelines, and overall state governance. |
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Integrity: As insurance professionals we have a duty to be honest not only within the insurance industry, but with the public we serve. We put the clients insurance and financial needs ahead of the need for a sale. |
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Purpose: Our goal Is a simple one, and that is to help Individuals, Families and Business owners take the next step toward a more secure financial future. |
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Values: We will treat everyone with respect, honesty and integrity. That is at the core of who we are.
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| Financial Storm leaves many wondering – How can I protect what is left? |
The Facts:
Stocks, Bonds and Mutual funds have always been regarded as a means to building a retirement plan for your golden years. Today, the recent financial turmoil has left these same financial instruments shaken, and at the very least severely depleted.
We believe that a solution can be an Annuity (Fixed or Fixed Indexed). We have designed a select lineup of providers to choose from.
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| We provide access to these products and services: |
We offer plans offering your international operations valuable coverage tailored to the local needs and risk profile.
Multi carrier solutions approach, that allows us to offer a variety of insurance solutions help spread risk and control costs.
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