FOR INDIVIDUALS
When you work with us, we follow a flexible process to provide the best experience possible. Our first meeting is an introduction where we seek to understand your financial situation. The next step is analysis and fact finding. Your current assets, risk tolerance, and time horizon are taken into account as we articulate your dreams into actionable goals.
All of our discussions and recommendations are gathered into a financial plan – a living document designed to achieve your goals through investment recommendations and lifestyle suggestions. After your review and approval, the financial plan is put in place, and investments are bought and/or sold dependent on the plan’s recommendations. Your plan will be a valuable tool throughout our entire relationship, and monitored regularly for market changes or changes in your personal situation.
We coordinate with your lawyer, accountant, and other professionals to ensure everything is in sync with your planning needs. Your financial plan may include strategies in the following areas:
- Wealth accumulation
- Investment management
- Tax-advantaged investing
- Retirement
- Retirement income
- Estate planning
- Legacy planning
- Insurance and annuities
- Education funding
- Recommendations on your 401(k) or other qualified plan
Forth Financial Group
11430 North Community House Road, Suite 260
Charlotte, North Carolina 28277
704-369-0805
Contact Us
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Forth Financial Group are not affiliated.
The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.
This communication is strictly intended for individuals residing in the states of CA, FL, GA, MD, MI, NC, NJ, NM, OH, PA, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.