Foresight Financial Management, LLC.

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. We believe a comprehensive financial strategy requires the navigation of all aspects of your financial life, not just your investments. Our Personalized Commitment to Service outlines the responsibility we have to assure multiple aspects of your financial situation are accounted for now and in the future. We are committed to educating, organizing and preparing our clients for the inevitable financial challenges they will face. We gain insight to what matters most in the lives of our clients and utilize highly skilled resources to develop successful financial strategies that can be sustained over time. The benefit to our clients is the confidence they can have in knowing their intentions are now aligned with a clear plan of action. Our Services Financial strategies can be complicated, but our process is not. We align our clients’ intentions with solutions that are simple and effective. 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. Retirement Planning Making wise decisions about retirement planning requires a clear understanding of taxation, inflation and potential market risks. A well planned retirement income distribution strategy may provide the confidence you need to know you won’t last longer than your money. Charitable Giving The decision to make a charitable contribution is not only personal, but it may have significant financial implications too – for both you and the charity. Understanding how to maximize the value of your charitable gifts can enhance the impact of your gift, while enhancing the financial benefit to you. 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 family’s 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. Protection Insurance can provide the security of knowing your most important intentions can be accomplished under any circumstance. As the foundation of an effective financial plan, insurance provides the delivery of money at the time when you or your family need it most.

Address: 8425 Woodfield Crossing, Suite 250, Indianapolis, IN 46240 USA

Phone: +1 317 469 9526
FAX: +1 317 469 5031