Our StoryServing you since 2014
Foresight Financial Partners is an independent financial planning practice founded in 2014. We work with individuals and families who have accumulated wealth and need a clear strategy to manage it effectively. Our practice is designed to support clients with $1 million or more in investable assets who are approaching retirement, navigating major life transitions, or dealing with complex financial situations that require coordinated planning. We also welcome clients who are building toward that level and value a disciplined, long-term planning approach.
We specialize in investment management, retirement distribution strategies, business succession, estate planning coordination, and 1031 exchanges. Our team brings decades of collective experience across these areas, which means we've seen multiple market cycles, tax law changes, and economic environments. That perspective matters when you're making decisions that will affect the next 20 or 30 years of your life.
How We Work
Financial planning isn't a one-time event. Your situation changes, markets shift, tax laws get rewritten, and goals evolve. We work with clients on an ongoing basis, adjusting strategies as circumstances change rather than creating a plan and disappearing.
Most financial decisions touch multiple areas: investments, taxes, estate planning, insurance, and business structures. We coordinate across all these areas, and when specialized expertise is needed, we work directly with your attorney, CPA, or other professionals. Your estate plan aligns with your investment strategy. Your tax planning considers your distribution timeline. Your business succession coordinates with your retirement goals. Everything works together because we're actively managing the connections.