We invite you to discover and experience the power of our financial solutions. At Foresight Financial Design, our process is much different. We believe in finding financial solutions that will drive you towards your goals. We take a proactive approach to help you develop a strategy to address those financial goals and objectives, using the most efficient methods available.
No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up. It is easy to get lost in the thought of financial planning and to feel overwhelmed at the idea of risk. But as you picture the next several years of your life it is important to understand your current financial situation and to establish a future strategy based on your unique financial goals.
No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up. It is easy to get lost in the thought of financial planning and to feel overwhelmed at the idea of risk. But as you picture the next several years of your life it is important to understand your current financial situation and to establish a future strategy based on your unique financial goals.
Services
With a combined 4 decades, Erik Potter and Anthony Lawrence are skilled in positioning their clients to achieve their financial goals, avoiding market loss, mitigating taxes and establishing a sustainable financial management system. Potter started his career in 2001 with New York Life and after 4 years he went independent.
At Foresight Financial Design, we partner with our clients to provide comprehensive planning that incorporates your insurance, legal and accounting needs, in addition to your investments. We invite you to explore our suite of services used to help develop your unique & custom financial plan. Effective financial planning creates stability in the face of life's many uncertainties.
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. As a team, we have several decades of combined experience. Our approach is to position you to weather the financial storms and capitalize on opportunities by utilizing tools that focus on three pillars.
At Foresight Financial Design we take great pride in providing our clients with world-class service. Meeting the individual needs of our clients is our chief concern, and we require our affiliates to abide by the same standard. To ensure that every client is treated in a fair and ethical manner, we have made the following promise through our Client Bill of Rights.
You're going to learn about a private wealth generating concept that has been in existence for over 200 years. A concept that utilizes a financial tool that is available to all and known by most, but a tool that only a tiny fraction of the world knows how to use properly. We'll show you truth and insight to how your money really works.
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Jaron Thompson
Jan 18, 2022
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