TAKING CARE OF WHAT MATTERS MOST TO YOU.It’s about more than the money – it’s about all of the things you can do and the experiences you can have.
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What We DoWe offer a number of services designed to help you achieve your financial goals. Our tools are just a means to an end, and our end goal is to help you express love for your family, or care for your employees and their families.
OUR SERVICESRETIREMENT SAVINGSYou’re working hard now, why not invest into your future so you can enjoy your retirement?
401(K)SIMPLE IRATraditional IRARoth IRASEP IRA403 (b)Mutual FundsVariable Annuities, Fixed & equity indexed annuities
LIFE INSURANCELife insurance helps you protect the ones you love even when you can’t be there for them.
DisabilityLong-term careKey Man InsuranceBuy / SellDeferred compensation
LIFE EVENTSWe’re active risk managers who can help you build a portfolio with future goals in mind.
LegacyEstatePhilanthropy PlanningPortfolio ReportingClient Communication/Education
COLLEGE SAVINGSLearn how planning for your child’s future can give them more financial freedom when they are college-bound.
INVESTMENTSWe work with you to identify your goals and create plans to implement them for your future.
Life InsuranceRetirement SavingsAsset ManagementCollege Savings
BUSINESS PRACTICESYour valuable employees need to be taken care of. Our insurance options can help.
Key Man InsuranceBuy Sell InsuranceDeferred CompensationGroup LifeLong Term CareIRA’s401K Plans
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DiscoveryWe begin the discovery process with the very first meeting. We spend the time to get to know you, your needs, and your goals.
StrategyAfter discovery, we’ll develop a custom long-term plan designed to help meet your unique needs. No two clients are alike, so no two strategies are alike.
ImplementationThis step is the action step. We’ll work to put your strategy to work, and we do that with constant communication and experienced staff.
Overseeing and AdjustingYou’re not on your own after implementation. We regularly oversee your accounts and adjust our approach to match shifting markets and your needs.
TOGETHER, WE WORK TO PURSUE YOUR GOALS
I strongly believe that good financial guidance comes from focused, unbiased representatives with a strong work ethic. We excel in understanding all the options available and continually educate ourselves of trends and opportunities. I provide all of my clients, like you, with essential solutions tailored to your personal and unique needs. Together, we will work to pursue your goals.
– Robert Forster