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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.

Tools and Resources

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

 "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

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(360) 457-6116

Smiling man in a suit with short hair and beard

Joseph Fors

President, CEO & Wealth Advisor

Smiling woman with dark hair

Renee Riggle

Office Manager

(360) 457-6116

You deserve a stategy that adapts to your needs.

We create financial strategies tailored to your goals.

 

What's your Risk Number?

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Explains provisions allowing rebates for home energy efficiency and electrification projects.

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A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

How much can you afford to pay for a car?

Determine whether you should consider refinancing your mortgage.

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