estate planning Archives | Foss Financial Services

Life Insurance as an Investment: A Tool to Get Money out of the Tax System

September 19, 2023 by Dan Foss

Investing is a powerful tool that can help individuals build wealth and secure their financial future. While there are various investment options available, one often overlooked avenue is investing with insurance. Here, we will explore the advantages of life insurance as an investment and how it can provide a secure path to financial growth. Protection … Read more

Financial Planning – How a Financial Consultant Helps

August 17, 2023July 27, 2023 by Dan Foss

Financial Planning- Help from Financial Consultant

From sound financial planning advice to peace of mind, a financial consultant can assist individuals and businesses in several valuable ways. Let’s take a brief look at just the tip of the financial planning sword that a professional wields. We’ll get more in depth in future installments. Financial Planning With a Consultant A financial advisor … Read more

Dan Foss, ChFC, CLU, is a licensed and experienced Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). The purpose of this Foss Financial Services website is to introduce Dan Foss and share his decades of training, education, and real-world experience to the public for informational purposes only. Dan’s opinions are not intended to be used or construed as specific financial planning or estate planning advice, legal advice or tax advice, for any individual or investor. No products or services shall be sold on this website. The contents expressed are not sponsored by nor paid for by any product, service, or services provider. Interested parties desiring personalized advisory services for their unique financial planning must schedule a private appointment to confidentially review their financial goals and objectives to best plan options suited to achieve their goals.