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Individuals & Families | Retirees | Executives | Businesses | Unions | Charities | Credit Unions | Human Service Agencies

Health Insurance | Ancillary Employee Benefits
Key Person Insurance | Business Owner Financial Planning
Small Business Service Plan

Health Insurance

Our firm specializes in getting businesses Health Insurance that gives big benefits at a lower than average cost. Our unique strategy to Health Insurance protects your employees while giving the business a break from the usual high cost. We'll show you how our offering compares to what you currently offer your employees and once a plan is chosen, we will educate your employees on the new plan.

Ancillary Employee Benefits

Employees look for other benefits, even if they are employee paid, in order to help them manage their life. Such benefits that we can provide are: Retirement Plans, Dental, Vision, Life Insurance, Long-Term Care Insurance, Disability Insurance, Critical Illness, and Identity Theft Plans.

Key Person Insurance

Key Person insurance helps keep your business in tact if an individual that is key to the operation is unable to work. As an example, a business owner may be the only sales person in an organization. If the owner is sick or injured and unable to work for a time, how will the rent, employees, and utilities be paid? Key Person insurance can provide protection against this risk.

Business Owner Financial Planning

Business owners in most cases need a very different financial plan for themselves than someone who is an employee. Owners may need to invest their own funds at a moments notice into a business or use their own credit in order to borrow money for their company. We have decades of experience working with business owners and their personal investments.

Small Business Service Plan

For businesses with few employees, owners have to be a "jack of all trades" but may not be a master at certain functions of the business such as marketing, human resources, tax and law. Our Business Service Plan helps owners with the resources they need to stay both in compliance with the law as well as maximizing its success.

Sectors We Serve
Individuals & Families
Credit Unions
Human Service Agencies
Foresight Financial Planners, Inc.
950A Union Road, Suite 206
West Seneca, NY 14224


Securities offered through Securities America, Inc. (SAI), Member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc. (SAA). SAI and SAA may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in international jurisdictions where SAI and SAA and its registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

Health, other non-variable insurance products and estate planning are not offered through SAI or SAA. Legal and identity theft plan services are provided solely by LegalShield. Information should not be construed as legal or tax advice; you should speak with an attorney or tax advisor. Neither SAI or SAA assisted in the preparation of this material, and while it is believed to be from a reliable source, its accuracy and completeness are not guaranteed. Opinions expressed are those of the author and are not necessarily those of SAI and SAA. The material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. SAI and SAA are not responsible for information contained in websites or literature referenced herein. SAI, SAA, Foresight Financial Planners, Inc., LegalShield and other companies listed herein are separate entities, individually owned and operated.