Fore-Site Financial Advisors

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Advisors

William Handly

William Handly

Financial Advisor

Franchise Owner
Visit William Handly's website
Zachary Hoggard

Zachary Hoggard

Financial Advisor

Visit Zachary Hoggard's website
Dub Smith

Dub Smith

Financial Advisor

Visit Dub Smith's website

Team

Sharon Smith

Administrative Assistant

Tamera Pedigo

Tamera Pedigo

Client Service Specialist

Cookie Kueter

Cookie Kueter

Client Service Manager

Lisa Moran

Administrative Assistant