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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?

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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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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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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Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

This calculator can help you determine whether you should consider converting to a Roth IRA.

Compare the potential future value of tax-deferred investments to that of taxable investments.

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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