Laurie Stegenga, AIF, CFP, CPA/PFS
Foresight Capital Management Advisors is an independent fee-only registered investment advisory firm that focuses on individual wealth management, corporate 401(k), and 403(b) retirement plan services. Our team, of experienced financial advisors, is committed to understanding your unique life goals to develop a comprehensive wealth management or targeted strategy that will encompass all aspects of financial situations you request. Tax planning is essential to wise investment strategies, our CPA /PFS provides continuous tax monitoring for our clients. We offer a state-of-the-art retirement plan service to your company that is managed by an Accredited Investment FiduciaryTM who has been certified by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. The AIF® holds the mission of promoting global fiduciary standards of excellence and works in conjunction with the CEFEX organization to provide the ISO 9000 standards, for Investment Stewards, Investment Advisors, and Investment Managers of companies and organizations.
Foresight Capital Management Advisors (FCM Advisors) professionals have been offering financial services for over 40 years. Our team, of advisors, has professional designations including CPA, PFS, CFP®, CFA, AIF®, and JD. FCM Advisors offer a wealth of services to individuals, businesses, and organizations covering investment strategies, financial planning, retirement plan services, estate planning, business succession planning, and family office planning and duties. Our services are fee-only advising and full-disclosure fee reporting.
The goal of FCM Advisors is to bring clarity and purpose to our client's financial affairs and questions. We offer individual financial planning services which can be either a comprehensive financial plan or a targeted financial plan. As with all of our services, the Individual Financial Plans are fee-