About Company

Soutas Financial & Insurance Solutions is a Fresno, CA–based independent financial advisory and insurance practice led by Dale Soutas that provides retirement planning, wealth management, investment advisory services (offered through Foundations Investment Advisors, LLC), insurance and Medicare guidance, tax management and wealth-preservation strategies; Soutas Financial emphasizes holistic, fiduciary-minded planning, personalized retirement income solutions and asset protection, focuses on client education and transparent advice, and serves clients from its Fresno office with a mission to simplify complex financial decisions and help clients secure a reliable financial future.

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