The Power Of Who
We Are?

Foresight Wealth Management, LLC invests “side-by-side” with its clients. So, when Foresight made the Inc. 5000 Fastest-Growing Private Companies list, Adam Nugent, founder of Foresight, gratefully acknowledged that it was because of the relationships they had built and the trust they had earned, which resulted in their organic growth through client and professional referrals.

The Power Of What We Do?

INVESTMENT MANAGEMENT

  • Assess investment goals, risk tolerance, time horizon, and income needs
  • Analyze and determine proper strategic asset allocation
  • Implement customized investment strategy
  • Review and rebalance portfolio to align with changing financial plan

RETIREMENT PLANNING

  • Establish retirement savings goals
  • Develop a retirement budget and cash flow analysis
  • Create retirement income strategies
  • Coordinate income needs with investments

EMPLOYER BENEFITS PLANNING

  • Review employer benefits package
  • Recommend 401(k) contribution and investment allocations
  • Coordinate employer benefits with financial plan
  • Manage 401(k) consolidations and distributions

TAX PLANNING

  • Develop tax deductible investment plans
  • Determine RMD and charitable gifting strategies
  • Recommend Roth conversion strategies
  • Analyze Roth versus pre-tax contributions
  • Reduce tax on social security income

INSURANCE PLANNING

  • Identify risk and asset exposures
  • Establish asset protection plan
  • Review current insurance coverage and conduct cost analysis
  • Provide insurance recommendations

SOCIAL SECURITY PLANNING

  • Provide custom benefit and break-even analysis
  • Optimize Social Security claiming strategies
  • Coordinate Social Security with other retirement income
  • Leave the maximum benefit for your spouse

ESTATE PLANNING

  • Work with our in-house attorney on asset protection
  • Plan charitable gifting strategies
  • Keep estate documents up-to-date as circumstances change
  • Stay current with frequent changes to the tax code

What We Do To Help You Succeed

We want our clients to be active participants through each step of the financial planning process. Our clients collaborate with the entire Foresight team in the development of their plans to become personally invested in the outcomes they achieve. Each of our representatives supports every client relationship with their own unique financial expertise. And our independence means clients can trust that our investment recommendations are made with their interests in mind.

What We Do To Help You Grow

We believe the key to success in financial planning is ownership. And we encourage clients to play an active role in the development of their financial plan to build deeper engagement in the outcomes they seek. Nothing is done behind the scenes, so clients become actively involved and personally invested in their own success.

Contacts

Address: 11550  South 700 East, Suite 100
Draper UT, 84020

Phones: 801-462-2200
Fax: 801-462-2201

Email: advice@foresightwealth.com

© This website is a publication of Foresight Wealth Management, LLC. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. Information presented is believed to be current and should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. The articles were prepared by third-party journalists. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.