When you choose Foresight Financial Design, you benefit from obtaining comprehensive advice from a team of highly qualified professionals who have successfully guided their clients through some of the most difficult times in history.
Drawing from our decades of combined experience, we regularly develop financial solutions for clients in less-than-ideal situations. We pride ourselves on being able to provide comprehensive strategies that fit the aspirations and retirement goals of our clients.
Financial Planning with a Disciplined Approach
Our approach is to position you to weather the financial storms and capitalize on opportunities by utilizing tools that focus on three pillars… protection, preservation and predictability.
PROTECT from liability and loss.
PRESERVE accumulated assets with a targeted approach.
PREDICTABLE planning that creates guarantees, lifetime income and tax reduction strategies.
Every FFD relationship begins with our four-step planning process, designed to clearly identify your financial goals, and develop a comprehensive, tailor-made financial strategy to confidently pursue them.
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do ..
The primary objective of this stage is to develop an effective, long-term investment strategy that is customized to the unique needs of each client. We then develop a com..
In this phase, we implement all the core components of your financial strategy. Our highly trained staff ensures open lines of communication so that this process is as qu..
We monitor our clients’ accounts on an ongoing basis to ensure it is performing in a way that meets the goals of our financial planning. Since financial goals are a mov..
Phase I: Discovery
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you. In the grand scheme of financial planning, this is where we plot our initial road map.
Phase II: Strategy
The primary objective of this stage is to develop an effective, long-term investment strategy that is customized to the unique needs of each client. We then develop a comprehensive proposal that outlines the strategy recommended for long-term success. This proposal is given to you during the second meeting, at which time we review our strategies and explain the rationale behind our recommendations.
Phase III: Implementation
In this phase, we implement all the core components of your financial strategy. Our highly trained staff ensures open lines of communication so that this process is as quick and easy as possible for our clients. We will keep you updated all throughout the implementation process and notify you when it’s complete.
Phase IV: Monitoring and Adjusting
We monitor our clients’ accounts on an ongoing basis to ensure it is performing in a way that meets the goals of our financial planning. Since financial goals are a moving target, this means we’ll occasionally need to modify an existing strategy or develop a new one from scratch. Whatever the case may be, we can assure you that we’ll always be adapting to your ever-changing needs.
