What keeps you up at night when you think about your financial future?

Are you tired of watching your hard-earned money slip through your fingers without a clear plan?

Imagine a world where your finances work as hard as you do—where every dollar has purpose, and every investment brings you closer to the life you’ve envisioned. At Fidelis Financial Foresight, we’re not just about numbers; we’re about people, goals, and dreams.

Our Foundational Values

Honor: We believe in complete transparency—no hidden fees, no upfront costs. You’ll never receive a bill or invoice from us for our services. Why? Because we’re committed to being a gateway to financial freedom, not a barrier. Our approach is simple: no confusing financial jargon, just straightforward, honest guidance that empowers you to make informed decisions. Unlike captive agents with biased recommendations who are beholden to specific carriers, we are independent agents and brokers with a fiduciary responsibility to YOU. Our dedication to your family's financial future is lifelong, ensuring your policies align with your family’s financial goals through every stage of life. And don’t worry about paying us - our compensation comes through our contracts with the nation’s most trusted carriers. Your protection comes first, always. Just as the Marine Corps lives by Esprit de Corps, we embrace that same spirit of unity and loyalty. When you’re with us, you’re family.

Courage: We help you confront financial challenges head-on, with the same discipline and resilience I developed serving in the United States Marine Corps.

Commitment: Your financial success is our mission. No shortcuts, no compromises - just unwavering dedication to your goals.