About Forrest Financial Services
Forrest Financial Services is a premier financial planning firm that specializes in providing personalized solutions for individuals and businesses. With over 20 years of experience in the industry, Forrest Financial has established itself as a trusted expert in the field, offering a wide range of financial services to meet the unique needs of its clients.
How does the advisor help clients – Key Takeaways:
Forrest Financial Services provides comprehensive financial planning and investment management services to help clients achieve their financial goals. The firm’s team of experienced advisors works closely with each client to understand their needs and create tailored strategies that align with their objectives. Their approach is client-centered, with a focus on building long-term relationships based on trust and transparency.
Facts and Insights:
Here are some key facts and insights about Forrest Financial Services:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
With $500 million in assets under management and a team of 10 experienced advisors, Forrest Financial Services has the expertise and resources to help clients navigate their financial journeys. The firm has been in business for over 20 years, demonstrating its stability and commitment to serving its clients.
Financial Services Offered:
Forrest Financial Services offers a comprehensive range of financial services to cater to the diverse needs of its clients. These include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Corporate retirement plans
Client Types:
Forrest Financial Services works with a variety of clients, including individuals, families, and businesses of all sizes. The firm’s advisors have a wealth of experience in addressing the unique financial needs of each client type and tailoring their services accordingly.
Fees & Compensation:
Forrest Financial Services operates on a fee-based model, providing clients with transparency and ensuring their best interests are always the top priority. The firm’s compensation structure is based on assets under management, ensuring that the firm’s success is directly tied to the clients’ success.
Background:
Forrest Financial Services was founded by John Forrest, a highly experienced and knowledgeable financial expert with over 30 years of experience in the industry. He is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC), and he leads a team of dedicated advisors who share his commitment to providing exceptional financial services to clients.
Financial Advisor Disclosures to Know:
Forrest Financial Services is a registered investment advisor (RIA) and is held to a fiduciary standard, meaning they are required to act in the best interests of their clients at all times. As such, the firm has fiduciary duty to provide clients with full disclosure of their fees, compensation, and potential conflicts of interest. Clients can have peace of mind knowing that Forrest Financial Services is committed to maintaining the highest ethical standards and transparency in all their dealings.