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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.

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Tools and Resources

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

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 "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

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?
Keeping Cool in Volatile Markets

Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Lease Payment

How much would your monthly lease payment be?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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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