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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?
Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Required Minimum Distributions

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Net Worth

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

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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