Our mission at Foundation Financial & Insurance is to challenge the status quo by thinking differently. We simplify processes, design easy-to-understand plans, ensure your complete protection, and dedicate ourselves to fostering a secure and prosperous future for you. With strategic Retirement planning, Insurance, and vigilant asset protection. Committed to transparency, education, and personalized guidance, we strive to not only enhance financial well-being but also safeguard and fortify the financial foundations of those who entrust us with their financial goals and insurance needs. Your financial wellness and protection are at the heart of our mission, ensuring a resilient and prosperous financial legacy for generations to come.
“The experience I had was great! Very professional and very helpful. Mr.Shelton is very helpful!”
“Mr. Shelton went above and beyond my expectations to set us up with the best retirement investment. John is knowledgeable and patiently took the time to make sure that I understood the product I was investing in. I highly recommend John Shelton.”
“They were extremely helpful, patient, kind and knowledgeable!!! not to mention they saved us over half of what we were paying on our other insurance policies!!!”
General Liability is the most common form of insurance for small businesses, as every single professional is required to have some form of general liability coverage. Coterie offers both standard, year-long policies, as well as flexible duration, project-based coverage through our partners.
A Business Owners Policy (BOP) is more versatile, and protects both a business owner’s business and property – all in one package (typically combining General Liability and Property Insurance). This type of insurance for small businesses can reimburse the policyholder for damaged personal property.
Professional Liability (PL), also known as Errors and Omissions, a type of liability insurance that covers you for failure to uphold contractual promises in mostly service-based professions.
Through our partnership with Coterie Insurance, invest your time where it matters most — running your business — and enjoy the peace of mind that your hard work is protected by an insurance policy that meets your needs.
At Coterie, we are putting relationships at the forefront of small business insurance.
If you have any questions, Contact Us Today!
