A successful investment strategy depends on three things: goals, time horizon, and tolerance for risk. Forrest Financial Services will take the time to understand what each of these criteria means to you. We offer personalized service and customized investment portfolios. Our investment policy statement explains how we will invest, how you feel about taking financial risks, and what you expect from us as a money manger.

We offer independent investment management and financial planning on your behalf. We recognize that as an investor, you have lots of options for financial advice.

Wall Street brokerages, banks, insurance companies, and online discount brokers are vying for your business. Here’s why Forrest Financial Services is the right choice:

  • We are an independent, privately owned firm with no ties to a bank, mutual fund company, or insurance company. Therefore we can choose financial products that are best for you without external influence.
  • We are not marketers, and therefore, rely primarily on personal referrals to conduct our business. We are directly motivated to please every client we serve.
  • Our entire focus is on developing and managing a comprehensive financial strategy that meets your unique needs.
  • We are committed to supporting you in your efforts to realize your goals and objectives.
  • You receive personal attention and advice from professionals who come to know you.
  • We take the time to understand your goals in life and how you feel about your money.
  • We can advise you on all your financial affairs - investing, retirement, estate planning, insurance and other issues - or design a plan to address a single aspect of your finances.
  • Your portfolio is tailored to your goals and your ability to withstand market losses.
  • Investments are monitored and you receive quarterly reports about performance.
  • You will understand everything we do for you including our fees.