Forethought Planning LLC

Claire Jackson Stumbras is a financial advisor with LPL Financial in Minneapolis, MN, holding Series 63 and Series 65 licenses and two years of industry experience. She previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of her advisory role, she is involved with The Aliveness Project, a nonprofit organization. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, delivering services through a broad network of investment adviser representatives.

Shannon Foreman is a financial advisor with Forethought Planning LLC in Minneapolis, MN, holding Series 63 and Series 66 licenses and 12 years of industry experience. Foreman has worked at firms including LPL Financial and BMO Harris Financial Advisors and is the host and owner of the Thrive For[e]ward podcast. Forethought Planning provides comprehensive financial planning and consulting services to individual clients through one-time plans, ongoing packages, educational seminars, and a technology subscription. The firm focuses on holistic planning areas such as cash flow, risk management, tax and estate considerations, and investment analysis, without offering discretionary portfolio management.