At Forness Financial, we keep your total costs low so you can keep more of what you make.
All of our services are covered on a fee basis (click here to see fee schedule). We never charge per meeting or by the hour. Services covered in total cost include financial planning, retirement planning, retirement income planning, tax planning*, social security maximization planning, education planning, risk management, and estate planning*. Please see our service page for more details on each service.
The total costs are made up of the two areas discussed above. The fee we charge for our services and the investment costs built into investment vehicles (i.e. mutual funds, ETFs, managed accounts, etc.). You will not have any additional fees beyond the asset-based and investment fees discussed above (i.e. trading fees, account maintenance fees, etc.).
*You will need to consult your accountant and/or estate attorney.