The process to find you the right products and services begins with an in-depth evaluation of your current financial situation. Once we have established your overall objectives, we will focus on your specific goals for the future, create a strategy, and then monitor every step of the way.
Some of the products and services we offer include:
Managed Accounts through the Self-Directed Brokerage Account Option are now available in the FRS Investment Plan.
Foresight Wealth Solutions is not affiliated with the Florida Retirement System and this information is not approved or endorsed by Florida Retirement System.
Life insurance is an important component of any sound financial strategy. It can provide financial protection for your family or your business in the event of your premature death. We offer competitively priced Life Insurance products, including permanent, term, combination and variable policies.
Innovative annuity products are available. Choose from deferred, and immediate annuities, variable or fixed annuities.
Investment Products || Financial Services
Achieve your financial goals at every stage of life. Guidance in setting up a viable retirement plan that will allow you to maintain your quality of life during retirement.
529 College Savings Plan
Innovative college savings plans are available.
Disability Income Insurance
Disability income insurance can provide monthly income to help maintain your standard of living and help keep your financial goals intact while you are unable to work.
Long-Term Care Insurance
Long-term care (LTC) insurance is important coverage that provides valuable support and financial resources that help cover the cost of long-term care you might need in the event of an illness, accident, or through the normal effects of aging.
Managing a business is hard work. Do you have questions about Retirement Income Strategies, Disability Income Insurance, Employee Benefits, Buy-Sell Arrangement Funding, or Key Man Protections?
From your 401k and retirement planning to life insurance and long term care, Foresight Wealth Solutions financial representatives Kevin Smithwick, Shannon Smithwick and Carl Kozlowski can give you experienced financial services guidance. Contact them today for more details on the services you are interested in.