"One can have only as much preparation as foresight."
Elizabeth kwoka, ChFC
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.
Erica Rice, will provide me with administrative support for both our individual and small business clients. In this capacity, Erica will be your customer service contact. She will schedule appointments and organize materials for financial planning reviews, as well as process client requests. Erica holds a Bachelor of Science Degree in Marketing from Wilmington University.
In addition to her above-mentioned responsibilities, I am also pleased to announce that Erica has also been named Small Business Operations-Human Resources and Payroll Manager. In this capacity, Erica will work with me and small business owners to identify opportunities to work together in these areas, providing recommendations/solutions.
Strategic planning; and, the many components associated with the Plan, will always be Foresight Solutions primary focus with the small business owner. With Erica on board, Foresight Solutions’ service capabilities will be expanded to include operational services; namely, consultation and/or outsourcing support in the areas of Human Resource management, payroll processing, as well as a variety of bookkeeping activities
Erica is uniquely positioned to assume this position. She has over 21 years experience working with a service-based business that produced over $15m in annual sales. As a Human Resource Manager for over 120 employees, Erica has experience overseeing all aspects of Human Resources including but not limited to compensation and benefits, training and development, employee relations, and recruitment to terminations.
Over the course of her career, she was directly responsible for processing payroll, accounts payable/receivables; bank reconciliations; credit card accounts, and other bookkeeping activities using technology appropriate for a small business budgetary constraints.
Both Erica and I prioritize our clients as well as excellent customer service.