By Fiduciary we mean to always put our clients interests ahead of ours. This includes our fee-only fee model which aligns our interests directly with yours. Rather than being incentivized to provide investments and services from a selection of options that makes the advisor the most money Foresight Financial Advisory is, at all times, incentivized to make YOU, the client, the most money. You can rely on our advice to always put your interests ahead of our own.
We do not nor will we ever hold custody of your assets. All of your assets are held by a third-party custodian such as for equities it can be NSDL or CDSL, for mutual funds it can be CAMS or Karvy. Your account statements will be generated independently of Foresight Financial Advisory and directly by your custodian(s). Foresight Financial Advisory is merely granted a limited power of attorney over your assets to view them.
At Foresight Financial Advisory, you will have the support of a Certified Financial Planner for your financial planning and managing your investment portfolio. The CFP Certification Examination is designed to assess advisors/planners’ ability to integrate and apply a broad base of financial planning knowledge in the context of real life financial planning situations. Certified Financial Planner must go through extensive training and are tested on general financial planning areas, including:
Once certified, they’re held to high ethical standards. And because they understand the complexities of an ever-changing financial landscape, they’ll make financial planning recommendations that are in your best interest.