FundaDream

@fundadream.org

We Vet. We Give. You Thrive. Plan Today,Play Tomorrow. Financial Planning with Purpose. Plan Today,Play Tomorrow Financial Planning with Purpose We Vet. We Give. You Thrive. Learn more FundaDream is a financial services firm with a purpose beyond the plan — partnering with financial professionals to serve clients, and directing a portion of its corporate revenues to youth athletic programs that strengthen the communities we serve. Working with a financial professional serves one family. Working with FundaDream serves your family and your community — at the same time, with the same plan. Start Planning Who We Are Finding the right financial professional is harder than it should be. The industry is crowded with options, complicated by conflicting advice, and difficult to navigate for anyone who simply wants to know who to trust and why. FundaDream is a financial services firm that partners with financial professionals across planning, insurance, accounting, legal, and advisory disciplines to serve individuals, families, and business owners — and directs a portion of its corporate revenues, on a periodic basis, to IRS-recognized charitable organizations focused on youth athletics and community development. We believe that financial planning and community investment belong in the same conversation. When families plan well, communities grow stronger. When businesses succeed, the people around them benefit. And when a financial services firm deliberately channels a portion of its revenues back into the community, the work of financial planning carries a purpose beyond the plan itself. Learn more. Or find a financial professional. How It Works You Work With a Financial Professional Connect with a vetted financial professional through FundaDream who serves your goals with expertise and integrity. Get Started. FundaDream Gives To Youth Athletic Programs FundaDream directs a portion of its corporate revenues, at its discretion, to vetted 501(c)(3) youth athletic organizations on a periodic basis. Learn more. The Community Grows Stronger Youth athletic programs in the communities FundaDream serves receive support that makes sports accessible, coaching possible, and opportunity real for young people who need it. Learn more. One Plan. Two Wins. When you work with a FundaDream financial professional, your financial plan serves your family’s goals. Separately, as part of its operating model, FundaDream directs a portion of its corporate revenues to vetted youth athletic programs in the communities it serves. You chose a firm whose values extend beyond the transaction — a reflection of the firm you chose to work with. That is not a small thing. Consider what happens when a community of families chooses to work with a firm that invests in their community. The cumulative effect of FundaDream’s corporate giving — drawn from the revenues generated across its entire network — creates something far larger than any single plan or any single family could produce alone. A youth team funded. A season made possible. A program that might not have existed. A young athlete who found their footing on a field that FundaDream helped keep open. Learn more. Or find a financial professional. Getting Started Whether you are looking for a vetted financial professional who is part of something bigger than their practice, or a business owner looking to work with a firm whose values match your own — FundaDream is the path with purpose and where you belong. Explore important financial planning topics below and see how a financial professional can help you plan today, play tomorrow. Talk With a Financial Professional For Individuals Planning Discover how financial planning can lay a foundation for financial wellness and prosperity. Learn more Protection Discover financial solutions to protect your family and finances. Protect your future, today. Learn more For Businesses Employers Revolutionizing Today’s Workplace Solutions designed to enhance your offerings by improving employee well-being, reducing financial stress, and increasing job satisfaction. Learn More Business Owners Protect What You’ve Worked So Hard to Build It’s crucial to leverage financial professionals who specialize in business needs and understand what’s important to you. Learn More Financial Professionals Partner with the Industry’s Best Gain access to elite life insurance and annuity products, advanced case design, illustrations, product training webinars, and more. Learn More Get Started IMPORTANT DISCLOSURES FundaDream’s charitable giving program is administered in accordance with applicable federal and California state law. All charitable recipients are IRS-recognized 501(c)(3) tax-exempt organizations whose status is verified prior to any gift being made. Charitable giving is made from FundaDream’s general corporate revenues at the sole discretion of FundaDream leadership on a periodic basis. No consumer benefit, inducement, or entitlement is created by or associated with FundaDream’s charitable giving activities. FundaDream’s charitable giving is not tied to any individual insurance transaction, premium payment, policy placement, or client relationship. No financial professional who partners with FundaDream has any right to direct, influence, or receive any benefit from FundaDream’s charitable giving activities. FundaDream reserves the right to modify, suspend, or discontinue its charitable giving program at any time at its sole discretion. This disclosure does not constitute legal, tax, or financial advice. For questions about FundaDream’s charitable giving program, contact FundaDream directly. Product availability varies by carrier, state, and individual eligibility. Not all products mentioned throughout the website are available in all states or to all applicants. Product descriptions on this website are for general informational purposes only and do not constitute a solicitation or offer to sell any specific insurance or annuity product. All products are subject to underwriting approval and applicable state insurance regulations. Riders and benefits are subject to additional charges, terms, conditions, and limitations. Variable products involve investment risk, including possible loss of principal, and are sold by prospectus. FundaDream Insurance Solutions, Inc. is a licensed California insurance corporation. Consult the applicable carrier contract for full terms, conditions, and limitations. The decision to purchase life insurance should be based on long-term financial goals and the need for a death benefit. Life insurance is not an appropriate vehicle for short-term savings or short-term investment strategies. While the policy allows for loans, you should know that there may be little to no cash value for loans in

fundadream.org

FundaDream's Company Logos

FundaDream's Brand Colors

Hex Code

Color name

RGB

HSL

CMYK

#2E79D6

Mariner

46, 121, 214

213, 67, 51

79, 43, 0, 16

#024797

Congress Blue

2, 71, 151

212, 97, 30

99, 53, 0, 41

#D18E6C

Whiskey

209, 142, 108

20, 52, 62

0, 32, 48, 18

About FundaDream

FundaDream is a financial services firm that connects individuals, families, and business owners with vetted financial professionals. Its network spans financial planning, insurance, accounting, legal, and advisory disciplines, helping clients explore strategies for retirement, college funding, family protection, and leaving a legacy. The firm also provides information on life insurance, annuities, disability income insurance, and long-term care insurance, supporting informed conversations about financial goals and protection needs.

FundaDream’s model combines financial planning with community giving. On a periodic basis and at its discretion, the company directs a portion of its corporate revenues to vetted, IRS-recognized 501(c)(3) organizations focused on youth athletics and community development. This support is intended to help make sports more accessible, strengthen coaching opportunities, and expand possibilities for young people in the communities it serves.

By partnering clients with financial professionals and supporting youth athletic programs through its own operating model, FundaDream aims to help families plan for the future while contributing to stronger communities.