top of page
Two horses in a field with a red barn. Text: Live Life Well Planned. Fee-based financial planning and investment services.

Financial Services

We provide assistance in a variety of areas and can provide a wide range of services to best suit your needs.

Learn More

Tools and Resources

Insights about financial planning and tools to help you take control of your finances.

Learn More

 "Employ your time well, if you mean to gain leisure."
                      -Ben Franklin

 

FINANCIAL ADVICE SHOULDN'T BE COMPLICATED
 

Live Life Well Planned
 

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

 

MEET THE TEAM

 

Smiling woman with long hair

Casi J. Fors, AIF®

Wealth Advisor

alt=""

(360) 457-6116

Casi@ForsFinancial.com

Smiling man in a suit with short hair and beard

Joseph Fors

President, CEO & Wealth Advisor

(360) 457-6116

Joe@ForsFinancial.com

Smiling woman with dark hair

Renee Riggle

Office Manager

(360) 457-6116

Renee@ForsFinancial.com

You deserve a stategy that adapts to your needs.

We create financial strategies tailored to your goals.

 

What's your Risk Number?
Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Navigating Financial Conversations with Aging Parents

Encourages proactive dialogue to ensure financial well-being of aging parents.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Savings Accumulation

Estimate the future value of your current savings.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck