Unlock the path to financial success with our tailored services that prioritize your unique goals.
We will help you determine when you can retire, and how much money you’ll need. Then we’ll create a plan and investment portfolio to get you there. If you are already retired, we will help you build an investment portfolio to support your income needs.
We build fully customized portfolios based on each client’s unique needs using low cost, no-load, institutional level mutual funds and exchange-traded funds (ETFs). We only use investments that allow our clients to maintain full flexibility and liquidity of their money.
We will advise you on how to minimize your future taxes. If you are retired, this service includes determining the most tax efficient manner to withdraw money from your qualified plans and how to lower the tax on your social security income.
We will review your current estate plan if you have one. If needed, we are happy to recommend an estate attorney to prepare or update any estate documents.
This process involves how to best protect your assets if you were to need elder care (i.e. nursing home). We can recommend an elder care attorney as needed.
Let our expert team guide you towards financial empowerment and secure your future – take the first step today and redefine your financial journey.
105 Chestnut Street, Suite 37
Needham, MA 02492
info@fornessfinancial.com
Call Us: 781-400-2604
We offer a complimentary consultation which can include an investment and cost analysis. Please call (781) 400-2604 or email us to learn more. Currently we are only accepting new clients with $500,000 or more in investable assets.
