Email: PKostaroff@Foresight4u.com Since 2004, clients have selected Phil as their lead advisor because he builds...
WHO WE ARE
Foresight Financial Management LLC is an independent financial services firm serving individuals, families and businesses across 16 states. As a partner to our clients, we focus on helping clients steward their resources wisely, through lifelong guidance and truth filled counsel.
Our Philosophy
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.
Our Process
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 TEAM
Learn more about our collaborative team of professionals.
WHO WE SERVE
Individuals and Families
By asking thoughtful questions that help us better understand what you value most, we can align your most important intentions with specific recommendations that help you steward your resources wisely.
Once a plan of action is established, our responsibility is to help you stay on course. We will monitor changes in your life and adjust your financial strategies accordingly. Most importantly, we will encourage you to remain steadfast and intentional in your pursuit of individual and family goals.
Business Owners
Behind the decision to start any business lies the answer to one simple question – why? The question may be simple, but the response we are given by our clients varies widely. They desire unique outcomes and the people they wish to impact may include family, employees, community and charitable causes.
Understanding our clients’ desired outcome leads us to specific financial solutions that can enhance employee satisfaction, apply financial resources wisely and add value to their businesses.
