Jeffrey Foreman

Jeffrey Foreman Email and Phone Number

WEALTH MANAGER at INVESTMENT PLANNING SOLUTIONS @
Jeffrey Foreman's Location
Augusta, Georgia, United States, United States
Jeffrey Foreman's Contact Details
About Jeffrey Foreman

Because many people regard financial planning as complex and confusing, they often miss many potentially rewarding financial opportunities. They may also take unnecessary risks and fail to adequately protect their assets.That's where Investment Planning Solutions can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish long and trusted relationships with our clients.We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.Let's set up a time to talk, whether or not you are currently working with a financial planner, I am confident that our call will be well worth your time. Please email me at Jeffrey@foremaninvestment.net or call 706.854.8808.

Jeffrey Foreman's Current Company Details
INVESTMENT PLANNING SOLUTIONS

Investment Planning Solutions

WEALTH MANAGER at INVESTMENT PLANNING SOLUTIONS
Jeffrey Foreman Work Experience Details
  • Investment Planning Solutions
    Wealth Manager
    Investment Planning Solutions Jan 2015 - Present
    Augusta, Georgia Area
    INVESTMENT PLANNING SOLUTIONSA member of Advisory Services Network LLCOffering individual, and business financial planning services including IRAs, 401(k)s, and various insurance options
  • Jeffrey L Foreman Cpa Pc
    President
    Jeffrey L Foreman Cpa Pc Sep 1991 - Present
    Augusta, Georgia Area
    The main focus of the CPA firm is to provide small business consulting, tax planning and implementation of tax saving strategies. Additional services include QuickBooks setup and technical support in utilizing all areas of accounting electronically including payroll processing and expense accumulation by category.Strategic Consulting, including business plan & sales strategy development
  • Baker Hydro Inc
    Cfo
    Baker Hydro Inc Jan 1989 - Nov 1991
    Augusta, Georgia Area
    Responsibilities include cash management, Treasury function for this subsidiary operation, cost accounting, production reporting, expense management and financial reporting. Determined and implemented various procedures to coordinate purchasing the materials and maintaining costing information. Coordinated annual audit with independent public accounting firm.
  • Club Car Inc
    General Accounting Manager
    Club Car Inc Dec 1980 - Oct 1986
    Augusta, Georgia Area
    Responsible for the complete accounting reporting and creating monthly financial reports for management. Supervisor for the hourly and executive payroll systems. Coordination of standard cost system into the financial reports and review of variance reports with manufacturing engineering. Review of sales orders for proper entry into system to allocate inventory for production of products and service parts. Coordination of the audit for the complete accounting system with the independent public accounting firm. Assist in corporate tax return preparation for all subsidiary operations and consolidate the activities. Assist outside banking operation in the administration of the employee stock ownership plan (ESOP).
  • Merry Companies Inc
    Staff Accountant
    Merry Companies Inc Jun 1978 - Dec 1980
    Financial Reporting, manufacturing costing,inventory,

Jeffrey Foreman Skills

Business Strategy Business Analysis New Business Development Sales Management Financial Accounting Financial Analysis Strategic Financial Planning Financial Services Income Tax Tax Law Tax Advisory Corporate Tax Organizational Structure Organization And Prioritization Skills Quickbooks Microsoft Word System Administration Microsoft Excel Public Speaking Microsoft Office Customer Service Property Management Auditing Strategic Planning Financial Reporting Accounting Graphic Design Payroll Healthcare Real Estate Management Financial Statements Small Business Administration

Jeffrey Foreman Education Details

Frequently Asked Questions about Jeffrey Foreman

What company does Jeffrey Foreman work for?

Jeffrey Foreman works for Investment Planning Solutions

What is Jeffrey Foreman's role at the current company?

Jeffrey Foreman's current role is WEALTH MANAGER at INVESTMENT PLANNING SOLUTIONS.

What is Jeffrey Foreman's email address?

Jeffrey Foreman's email address is po****@****ial.net

What is Jeffrey Foreman's direct phone number?

Jeffrey Foreman's direct phone number is +170683*****

What schools did Jeffrey Foreman attend?

Jeffrey Foreman attended Augusta State University, Augusta State University.

What skills is Jeffrey Foreman known for?

Jeffrey Foreman has skills like Business Strategy, Business Analysis, New Business Development, Sales Management, Financial Accounting, Financial Analysis, Strategic Financial Planning, Financial Services, Income Tax, Tax Law, Tax Advisory, Corporate Tax.

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