Foresee Wealth Advisors provides personalized, comprehensive solutions for your complex financial needs. Feel free to explore below:
Asset Management
- Proactive Portfolio Management
- Asset Allocation and Portfolio Diversification
- Alternative Investment Strategies
- 401k rollovers, IRAs, Roth IRAs, and non-qualified accounts
Retirement Planning
- Comprehensive Accumulation & Distribution Planning
- Qualified and Non-Qualified Investment Strategies
- Retirement Projections involving “what-if” scenarios
Estate Planning
- Wealth Transfer Strategies
- Estate Tax Minimization
- Asset & Estate Protection
- Collaboration with your estate planning attorney
Insurance Planning
- Life Insurance Audit and Planning
- Long Term Care and Disability Insurance
- Life Insurance Trusts
Tax Management
- Tax-Efficient Investments
- Tax Loss Harvesting and Cost-Basis Tracking
- Collaboration with your Accountant
Philanthropy
- Charitable Trusts
- Family Foundations
- Charitable Giving Strategies
Corporate Services
- Cash Management
- Stock Options
- Retirement and Non-Qualified Plans
- Business Continuation Planning