Because wealth begins with structure

New Foundation Wealth Group, a financial services firm, represents the National Life Group in the South Sound. Backed by over 20 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 individuals and businesses 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:

  • Wealth Management Planning
  • Estate Planning and Charitable Giving
  • Retirement Planning and Withdrawal Strategies
  • Investment Management1
  • Assistance to Loved Ones
  • Risk Management and Insurance Strategies
  • Tax Planning

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. 

 

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.