Our firm takes pride in providing comprehensive retirement planning services to our clients. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
- Income Planning
- Financial Needs Analysis
- Retirement Strategies
- Insurance Planning
- Beneficiary Review
- Estate Preservation
- Analysis of Present and Future Expenses
Just imagine a complete portfolio, where all your financial, estate and tax preparation needs are addressed in a customized binder — this is your comprehensive retirement plan. Our coordinated approach is developed using an all-inclusive view, and strategic alliances with other preferred service providers. Our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.
Forethought Investments and First Guaranty Financial do not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional we will partner with local CPA firms to provide tax services.