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Take care of what matters most in Life: you and your family

Our financial products – as insurance or investment vehicles – are all designed to help you achieve what you want to accomplish, including financial goals for the long-term future of your family or business. Investment and insurance products are just tools, a means to an end. That end is an expression of love for your family and in the case of business, your care for employees and their families.

Learn more about the services we provide for retirement savings, life insurance, financial services, college investments, and business consulting below.


We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.


In this stage, we develop an effective, long-term investment strategy, custom-tailored to the unique needs of each client. We then establish a comprehensive plan outlining the strategy.


The primary objective of this phase is to implement your investment strategy successfully. Using constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Overseeing and Adjusting

We regularly oversee our accounts to help ensure they are still performing as intended. If we discover a client’s circumstances have changed, or that shifting global markets call for an adjusted approach, we quickly make appropriate changes.

Retirement Services

Plan now so you can enjoy life later.

We take a client-centric approach to retirement savings. We work with many types of financial products on the market because we know that the key to financial services is putting the right combination together for your unique situation. You are unique; your solution should be unique, too.

When you choose Forster Financial for retirement, you benefit from the comprehensive experience and advice from a team of highly qualified professionals.

We help you pursue your financial goals through a combination of investment products and accounts which can include:

  • 401(K)
  • Traditional IRA
  • Roth IRA
  • 403 (b)
  • Mutual Funds, stocks bonds, REIT
  • Variable Annuities, Fixed & equity indexed annuities

Life Insurance

We help our clients by offering these life insurance solutions:

  • Disability
  • Long-term care
  • Key Man Insurance
  • Buy / Sell
  • Deferred compensation

What can you do now for the people you love?

Life happens. For some of us, there is time to prepare and plan; for others, there may not be. That’s why we believe in the power of life insurance. With decades of experience providing life insurance for families and business partners, we’ve seen first-hand how families are provided for, children are sent to college, businesses are saved, and farms are passed on to future generations with proceeds.

We work with your interests in mind

We’re an independent agency representing different insurance companies, and that means we have your interests in mind first. We look at various aspects of your situation to find carriers that fit your needs, but we don’t stop there.

After we’ve identified a good fit for you, we work hard to find value in both coverage and premium, and we’ll work with your attorney and accountant as a team to meet all of your planning objectives.

We’ll also walk you through the underwriting process (we know it well) and will communicate on your behalf with underwriters to help secure a suitable value for you.

Financial Services

Creating your future with your goals in mind

We are risk managers who select products that are carefully constructed to fulfill your long-term financial goals. When to comes to asset management, assessing the amount of risk you’re willing to take is a fundamental component to identifying the services that will best suit your needs.

As you plan for your future, it’s our role to make sure that when you get there, your money will be allocated properly.

We help our clients with a variety of asset management scenarios including:

  • Legacy
  • Estate
  • Philanthropy & Charitable Giving
  • Portfolio Reporting
  • Client Communication/Education

College Saving

At Forster Financial, we offer plans for saving for education for your child, even before they enter college. Contact one of our financial professionals to see which savings plan is a fit for your educational savings goals.

  • 529
  • Coverdell

Preparing for your child’s success

When it comes to saving money for your child’s education, all strategies are not created equal. Some savings vehicles offer unique tax strategies if the funds are used to pay for primary, secondary, or college education. Tax-advantaged strategies are necessary because, over time, you can potentially accumulate more money with a tax-deferred investment compared to a taxable investment. Ideally, you’ll want to choose a strategy that offers you a combination of tax advantages, financial aid benefits, and flexibility, while still designed to meet your overall investment needs.

Investment Strategies

Planning and strategies to help you pursue your goals

So much of financial investing isn’t about the actual investing at all. It’s about having an investment professional who will listen to you and give you the tools you need to be financially successful. At Forster Financial, one of the tools we use involves creating a plan based on the goals you have for your financial future.

By looking at your current income and assets, we can make suggestions regarding how and where you should invest and save your money. You’ll have a clear guide of what your financial future can look like and how you’ll be able to get there.

We work with you to identify your goals and create plans to implement them for your future.

  • Life Insurance
  • Retirement Savings
  • Life Events
  • College Savings

Business Practices

Programs can grow from a combination of some or all of the following:

  • Key Man Insurance
  • Buy Sell Insurance
  • Deferred Compensation
  • Group Life
  • Long Term Care
  • IRA’s
  • 401K Plans

Take care of your employees and their families

When it comes to resources, the human resource is critical to success. Balancing benefits with affordability all designed to drive your company and employees to their goals is essential.

Helping business owners with contingency plans for the future of the business and their staff can have a profound effect on the success and longevity of a company.

Get educated about your unique risk tolerance.

Use our free risk assessment software to see how much financial risk you’re willing to take.

Find Out More

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 509-951-1451