Michael Foresta Email & Phone Number

My Financial Services practice focuses on the needs of proactive individuals and small business owners across the United States. My focus began 18+ years ago assisting individuals and small business owners with asset protection strategies and wealth preservation. Over the years my scope of knowledge and services has morphed into a wide array of advice to build and preserve wealth along with creating long term Tax Advantaged retirement/wealth strategies. Over the years I have surrounded myself with numerous experts who also provide advice on most every facet from retirement planning, converting your debt to wealth, business risk mitigation, tax efficiency, partnership operating agreements, key-man agreements, valuation, buy sell strategies and business succession planning which is necessary to proactively plan towards an exit strategy from your business, or employment, when you ultimately desire to sit on the beach and enjoy your wealth.I have found that taking the physician’s consultative approach works the best. It starts with actively listening to understand each of the facts of your situation, your needs and personal goals. Then we continue by developing a strategic plan that provides the income and wealth strategies which can accomplish your goals.Or clients find it refreshing to know we do not charge any fees for our consulting and planning services. We find this holistic planning approach creates a much better relationship when the client does not feel that they are getting charged by the hour. (Yes, you read that correctly, no fees.)Some plans are simple while others can be extraordinarily complex. When you like the strategic plan we have designed, then it is up to you to “fund the plan” to make it work. (Only then do we get paid.)Our consulting is not intended to replace your current financial planner or tax advisor, it is intended to be an adjunct to your current professional advisors. My goal is to inform and educate you with options that address your specific goals. My clients tell me this approach is a pleasant departure from their typical fee based financial planner who typically only has limited options their firm can offer.Now more than ever, we are in a perfect storm with run-away government spending, growing national debt, unknown future taxation, constantly changing regulations, political unrest and increased market volatility which all makes the job of taking care of your financial future and your ultimate retirement plan a difficult task. I can be confusing without good advice.