Foresight Financial Management LLC is an independent financial advisory firm serving more than 500 families and businesses across 7 states. Our financial advisors are forward thinking, with a focus on helping our clients steward their resources wisely and to honor the commitments they have made to themselves and their families. It is our belief that a genuine understanding of our clients? intentions, combined with inspired solutions and a commitment to service is the foundation for our clients? success.
|Firm Start Year:||1987|
|Insurance License#:||Life & Health|
|States Licensed in:||Arizona, Colorado, Indiana, Ohio, Kentucky, Michigan, New Hampshire, Florida, North Carolina, Illinois, Massachussetts.|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability , Annuity , Variable Life , Health , Life , Long Term Care , Variable Annuity|
Financial Planning for Individuals
Personal Finances Managing your day to day finances is an important component to any financial strategy, however few individuals are successful in coordinating all aspects of their financial affairs. Clear communication between your financial advisor, CPA and other financial professionals is essential.
Financial Planning for Businesses
Business Succession Planning For most family and closely held businesses, planning for succession is challenging and takes a back seat to more immediate concerns. Yet succession planning typically maximizes opportunities and potentially creates a multi- generational business that embodies the familys values for generations to come.
Investments Sorting through the myriad of available investment options can be complex and overwhelming. With more options than ever before, a proven process to identify effective investments that align with your unique intentions can provide simplicity and peace of mind.