Our Role as Your Financial Advisor
We want to become your partner in planning for your goals. As your investment advisor, we will work with you to help you determine the best investment strategies for your portfolio based on your personal needs. We will work with you to create habits that breed success. We are focused on your investments and committed to helping you reach your goals.
As Your Financial Advisor We Will:
- Analyze your current financial portfolio and help determine how well it supports your goals.
- Recommend an investment strategy built to help you achieve your goals.
- Monitor the performance of your portfolio and make appropriate suggestions.
- Partner with you to review your plans and goals as they change.
Fee Transparency
As an independent financial advisor, we are able to offer our clients a broad range of investment options. With most investments, we act as a fiduciary for our clients. Advisory fees and are agreed upon up front in a contract because we believe it is important for our clients to understand what services they are paying for. It is important to know that not all investments opportunities are the same, and we may occasionally offer solutions on a commission basis if it appears to be the best fit.
Regulatory Controls
Oversight, audits, and reviews are performed by Cambridge Investment Research.
Experience
Brian started investing at the age of 16 as a hobby with his grandfather. It didn’t take long for Brian to decide to make his hobby into a career. Brian received a degree in finance from Kansas State University. Brian began his career at Merrill Lynch before moving to Morgan Stanley in 2004. In 2007, Brian decided he could provide more options for his clients as an independent financial manager and spent time at Yukon Wealth Management. In 2010, Brian fully embraced indolence, and founded Foresight Financial Management.
Communications
Maintaining open communication with our clients is important, but for Foresight Financial Management that means more than just template-based emails to our clients. Our clients are unique, so we tailor our approach to what best suits the wants and needs of our clients.
Personalized Service
No two clients are the same. In order for us to provide the type of experience our clients demand we tailor our approach to meet the needs of each individual.
Investment Philosophy
Foresight Financial Management believes in a steady, long-term approach. We are not day trading or chasing high risk plays. We believe in a careful strategy of diversification and asset allocation. We primarily use mutual funds and exchange-traded funds to build portfolios that meet our clients’ needs.