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Forness Financial

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Services

Wealth Management

We will invest your money according to your goals, timeframe, risk tolerance, and income needs (if retired). We continually track and manage your portfolio making adjustments as needed.

Investment Management

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.

Retirement Planning

If you have not yet retired, we will help you determine where you stand today and how much money you will need to retire. Then we will build our recommendations and your portfolio based on those needs.

Retirement Income Planning

If you have already retired or are in the process of retiring, we will help you determine how much additional income you need in retirement to supplement your other income sources (i.e. social security, pension, etc.). Then we will build your portfolio to produce that income in the most efficient manner with regards to taxes and investments.

Tax Planning

Accountants help you prepare your taxes by looking at the past year, but very few look forward. At Forness Financial, 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.

Estate Planning

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.

Elder Care Planning

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.

  • Wealth Management
  • Investment Management
  • Retirement Planning
  • Retirement Income Planning
  • Tax Planning
  • Estate Planning
  • Elder Care Planning
Forness Financial

105 Chestnut Street, Suite 12
Needham, MA 02492

  • Phone: (781) 400-2604
  • Fax: (781) 400-5933
  • For general inquiries:
    info@fornessfinancial.com
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We offer a complimentary consultation which can include a complimentary 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.

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Leaving Forness Financial

You are being directed to a third party website. Information on this site is believed to be reliable, but not managed by Forness Financial. Therefore Forness Financial cannot guarantee its accuracy.

 

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Leaving Forness Financial

You are being directed to a third party website. Information on this site is believed to be reliable, but not managed by Forness Financial. Therefore Forness Financial cannot guarantee its accuracy.

 

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Leaving Forness Financial

You are being directed to a third party website. Information on this site is believed to be reliable, but not managed by Forness Financial. Therefore Forness Financial cannot guarantee its accuracy.

 

Leave Forness Financial

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Leaving Forness Financial

You are being directed to a third party website. Information on this site is believed to be reliable, but not managed by Forness Financial. Therefore Forness Financial cannot guarantee its accuracy.

 

Leave Forness Financial

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