Client Bill Of Rights

Confidence To Live Boldly

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. Rooted in this philosophy is the fact that every Foresight Financial Design client has both important rights and responsibilities.

As a client of You Have the Right to:

  • Ongoing monitoring and regular review of your financial plans, insurance policies, and applicable legal and tax documents.
  • Have your calls and emails returned promptly.
  • Receive accurate and timely statements of your account.
  • Have complicated financial concepts explained in simple English.
  • Be treated with the utmost respect and integrity at all times.
  • Receive honest advice and feedback even if it’s hard to hear.
  • More than just a business relationship; a genuine personal relationship that takes your circumstances, values and goals into consideration at all times.
  • Trust that your financial advisor is knowledgeable, and up-to-speed with important developments that have the potential to impact you.
  • Be fully informed about all strategic decisions regarding your accounts.
  • Have your privacy carefully guarded, and to never have your personal information shared with someone who is not entitled to it.

As a client of Foresight Financial Design, your Responsibilities are:

  • Fully disclose accurate information about your financial status and investment objectives, including goals, risk tolerance and other pertinent details.
  • Ensure you understand and are comfortable with all strategies, investments, risk, cost and fees associated with your accounts. Discuss these and/or other important financial issues with your advisor.
  • Immediately notify us of any changes in your financial situation, and of major life events such as divorce, loss of a loved one, loss of a job or other significant occurrence.
  • Be honest with your advisor about any accounts or investments you have with another firm, or that you personally manage.
  • Ask any questions you have about recommendations we make.

Build a Personalized Strategy with an Experienced Advisor

Confidence To Live Boldly

Confidence To Live Boldly

Foresight Financial Design is a retirement planning and financial services firm with over a half-century of combined experience. We utilize unique strategies to help people like you, in any stage of life, with retirement, estate and business succession planning. Our experience gives you the confidence to live boldly, today, and in the decades to come!