financial and wealth planning
Accounting and financial services
Financial and Wealth Planning*
 

Estate and Business Planning*

Estate and business planning are on-going processes that require continued monitoring and evaluation in order to best plan for the future. Foreman & Airhart works with you to organize your finances and come up with a plan for the smooth and effective transfer of your estate or business.

Our team of professionals can help you facilitate the effective transfer of your assets to your beneficiaries, provide security for your spouse, and minimize the taxes due on your estate or business transfer. For business owners, we help develop a plan for business continuity and succession of ownership.

Through estate and business planning, you can provide peace of mind for yourself and your family by having a solid financial plan in place for your future.

*Securities offered through Investors Capital Corporation 800-949-1422. Member FINRA/SIPC. Advisory Services offered through Investors Capital Advisory, 230 Broadway, Lynnfield, MA 01940. Mark Foreman is securities licensed in Minnesota. Privacy Policy