S O L U T I O N S
Financial Professional & Founder of Foresight Solutions
Working with individual clients and business owners there is something to be said in partnering with someone who gets you! And I, Liz Kwoka, am in your shoes; I’m a small business owner, a parent, a spouse, who has personal and business goals that I’m striving for. And I'm sure you have your own too.
How do we do it?! Foresight Solutions recently merged with Isaacs and Associates to bring together a team to better serve you! With a wealth of knowledge and experience in many areas of financial and business planning, our team is able to offer you the personalized attention you deserve.
With us, you find a trusted financial advisor for a lifetime who is commitment to align your financial goals with your personal values today and in the future.
My name is Elizabeth Kwoka.
I am an independent financial advisor and the founder of Foresight Solutions, LLC.
I have over 20 years in the financial advisory business. During this time I have built a solid business with satisfied clients comprised of successful professionals and business owners.
I hold a Juris Doctorate from Widener Law School and am a Chartered Financial Consultant. Along with my designations, I hold various security designations and insurance licenses. Foresight Solutions specializes in the development of comprehensive financial plans. We take a holistic planning approach with our clients, considering not only their financial aspirations but their personal goals.
With me our clients find a trusted financial advisor for their lifetime, based on my commitment to align their financial goals with their personal values today and in the future.
I work with individual clients and business owners in the areas of Investments, Retirement and Estate Planning. The firm has at its disposal investment management options and products that facilitate our client’s goals. Our relationships with third party providers are based on their ability to deliver products and services our clients need to meet their objectives.
We work closely with business owners supporting them as they grow their
business. We help them develop exit strategies that provides continuity for their business and financial results that benefit the owners, when a business sells or merges to, or with, another company.
Foresight Solutions maintains the highest fiduciary relationships with our clients and we adhere to industry compliance standards designed to protect the client.
Cambridge Investment Research, an industry leading broker-dealer with over $70b of assets under management, serves as my broker dealer.
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