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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?

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

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Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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How much will it cost to pay off a loan over its lifetime?

How Long Will Your Funds Last?

Use this calculator to determine whether you qualify for the different types of IRAs.

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

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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