The Foresight Companies, LLC and The Roosevelt Investment Group, Inc. are aligning with Golden Considerations, Inc. Phoenix, AZ; New York, NY and Harrisburg, PA— September 12 — Dan Isard, Managing Partner of The Foresight Companies and Adam Sheer, Co-Chief Executive Officer of Roosevelt Investments, announce their Foresight Roosevelt Wealth Management collaboration is aligning with Golden Considerations, Inc. “Adam, Bob and I understand that first and foremost we are in the relationship business. Throughout our individual careers we have created beneficial relationships with thousands of funeral homes and cemeteries. Now, we are providing a collaborative benefit to those clients with our new relationship,” Isard stated. “We are rolling out a specialized support system to allow our clients to take advantage of a proactive plan that offers a holistic preneed and trust plan coupled with long-term financial management and finance tools. The […]