With a combined 4 decades, Erik Potter and Anthony Lawrence are skilled in positioning their clients to achieve their financial goals, avoiding market loss, mitigating taxes and establishing a sustainable financial management system that perpetuates for generations.
It didn’t take long in “traditional” financial services to figure out that a paradigmatic shift was necessary in order to provide true value and safety in client’s financial and retirement planning. Placing the focus on stability of income and control of financial assets gives you the ability to create a comprehensive and predictable financial plan. One that allow you to live your life today while creating a dependable income tomorrow.
The Foresight Financial Design approach is to maximize long-term growth potential while limiting market loss, and mitigating tax and inflation erosion. We employ proven financial strategies that have been used for centuries to provide, protect and promote financial well-being for families and businesses alike. Erik and Anthony believe you know your situation and goals better than anyone and could manage your finances better than nameless, faceless operators on Wall and Broad.