- -Individuals and/or Small Businesses
Funds Used With Clients
Firm Client types
|Securities Service Network||8 years, 5 months||Jan 2011 - Present|
|Foresight Wealth Management, LLC||8 years, 5 months||Jan 2011 - Present|
|American United Life||4 months||Sep 2010 - Jan 2011|
|Oneamerica Securities||4 months||Sep 2010 - Jan 2011|
|Penn Mutual Life Ins Co||2 years||Sep 2008 - Sep 2010|
Designations & Memberships
Accredited Investment FiduciaryDesignationThe Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
Articles and Answers
Insights by Jay Wells
AnswersAsk a financial questionAsk a question
|As a young professional starting a new career, what would you recommend a Roth IRA or IRA?
Because you are both young and starting out in your career, a ROTH IRA is generally the way to go. The ROTH may provide you tax benefits if and when taxes increase in the future. Because you are young and just starting out in your career I am guessing you are in a lower tax benefit. Many young inves...  (more)
Answered May 2016
|I was employed by rummel eye care for 3 yrs what happens to the money when its not rolled over.
If the plan is still active the money should still be in your account and invested the same way you left it. If the company terminated the plan, automatically rolled the money, or cut you a check you should have received notice. 401k plans are great for current employees, but if you are no longer em...  (more)
Answered Jun 2015
|What is the best way to prospect for 401k plans.?
Relationships are key, it can sometimes be difficult to differentiate yourself in the competitive world of retirement plans. Build relationships with health brokers, payroll providers, and CPA's who can refer you business. A strong referral can go along way when a prospect is making a decision....  (more)
Answered Jun 2015
Licenses & Conducts
Foresight Wealth Management, LLC
$413.8MTotal Assets Under Management
N/ATotal Assets Under Advisement
$203.0KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees