At Fors Financial Consulting, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysis
We also can answer your questions, including:
Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Casi Fors is the lead financial advisor and the face of our firm. In 2002, Casi started her career as an independent financial advisor. This was during uncertain times and an uncertain market. Having a good understanding of investment...
Wealth Advisor & Operations Manager
Joe Fors is the lead client services representative and is responsible for day to day business operations as well as the back office processing. Joe has designed the interoffice systems of data management that keep us accountable and...