Because wealth begins with structure

New Foundation, a financial services firm, is the General Agency of National Life Group in Seattle. Backed by over 15 years of working with individuals, families and business owners, we are more passionate than ever about helping our clients meet their financial goals and maximize their assets. Our vision is to positively influence thousands of individuals and households in the Pacific Northwest through our client focus and diverse expertise.

Although financial planning1 is the core value that we provide for our clients, our services also include:

  • Retirement Planning Strategies
  • College Planning Strategies
  • Life Insurance
  • Business Planning Strategies
  • Estate Planning Strategies
  • Investment Management1
  • Tax Favored Investing
  • Saving for a Major Purchase

Our process is simple, straightforward and educational. From improving your current financial wellbeing to accumulating wealth and staying on track as life evolves, it all begins with a new foundation. 

We're equally committed to helping our financial professionals reach their goals. We work with agents who share our vision of what we're trying to achieve for our clients. We recruit, develop and coach both inexperienced and seasoned financial professionals as they look to achieve and exceed their financial, professional, and personal goals.

Clients and financial professionals seeking a transparent, consistent, and responsive agency will find in New Foundation a reliable home.  

1 Financial Planning and Investment management are only offered by Registered Representatives and Investment Adviser Representatives of Equity Services, Inc.  

Registered Representatives of Equity Services, Inc. do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor.