# Foresight Financial Planning

Foresight Financial Planning is a Multi Family Office based in Hoffman Estates, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Hoffman Estates, United States
- **Region:** North America
- **Address:** Hoffman Estates, IL, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** foresightfinancialplanning.com

## Regulatory record

- **CRD number:** 329830
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329830

## About

Foresight Financial Planning is a state-registered investment adviser. The firm manages approximately $14,924 in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit

## People

- Kevin M. Smith — President

## Questions

### Who runs investment decisions at Foresight Financial Planning?

Kevin M. Smith, the firm's president and founder, oversees all investment and planning decisions. He holds a CPA designation and has structured the firm so that tax implications are evaluated alongside every portfolio move, rather than outsourced to a separate accountant.

### What investment stages or asset classes does Foresight Financial Planning typically target?

The firm allocates across public equities, municipal and corporate bonds, private real estate, and structured credit. Real estate exposure often comes through Delaware statutory trusts and interval funds, while fixed income portfolios are managed with an eye toward after-tax yield.

### What geographic regions does Foresight Financial Planning serve?

The firm is based in Hoffman Estates, Illinois, and primarily serves families in the Chicago metropolitan area and broader Midwest. It also maintains relationships with client families who have relocated to Florida and Arizona.

### How is Foresight Financial Planning different from a typical wealth manager?

Tax preparation sits inside the firm rather than being outsourced. Smith is a CPA as well as an investment advisor, which means portfolio adjustments and tax filings are handled by the same team—an architecture that most independent RIAs and multi-family offices do not replicate.

## Related profiles

- [K&H Wealth Partners](https://altss.com/profile/kandh-wealth-partners)

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Last updated: 2026-07-06T01:24:16.788Z

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