Jeff RITTER
Foresight Financial Management


Indianapolis, IN 46240

Educate, Organize, Prepare

Foresight Financial Management | Financial Advisor in Indianapolis ,IN

About Foresight Financial Management

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.

  • CRD# 1862979
  • Insurance License# Life & Health
  • Series: 7, 24, 63, 65
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General Information

Firm Start Year:   1987
No.of Employees:   5-9
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



Faqs

  • Do you have a customer satisfaction or refund policy? Yes
  • Do you have a customer satisfaction or refund policy? Yes
  • What services do you provide? What are your specialties? We help clients develop plans to wisely steward their resources, including investment accumulation, proper insurance planning, retirement income strategies, charitable giving and estate/legacy planning.
  • What services do you provide? What are your specialties? We help clients develop plans to wisely steward their resources, including investment accumulation, proper insurance planning, retirement income strategies, charitable giving and estate/legacy planning.
  • What is your experience? How many clients do you currently manage? I have 31 years of experience and my firm manages assets for over 570 families and businesses.
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Jeff RITTER

Jeff RITTER

AIF

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My Services


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.


Portfolio Management

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.


My Team


Philip  Kostaroff

Philip Kostaroff


CFP, AIF

Since 2004, clients have selected Phil and his team as their lead advisor because he builds significant client relationships based on trust, integrity and service. He strives to see clients attain the confidence and security that comes from wisely stewarding their resources. Phil is a CERTIFIED FINANCIAL PLANNERTM professional as well as an Accredited Investment Fiduciary. He was recently recognized as a Five Star Wealth Manager* and qualified for membership to Top of the Table, a level of indus ...more

Communities Served

Brownsburg Carmel
Fishers Fortville
Greenwood Indianapolis
Lapel Lebanon
Mc Cordsville Noblesville
Pendleton Plainfield
Westfield Whitestown
Zionsville

Compensation Arrangements

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