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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?

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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How much would your monthly lease payment be?

Determine whether you should consider refinancing your mortgage.

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

How much Disability Income Insurance do you need?

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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