A pen and calculator on top of some paper

Our Services

Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.

We will work hand in hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs

ESTATE PLANNING & WEALTH TRANSFER

  • Titling assets under your Trust, if applicable.
  • Establishing beneficiaries to avoid probate.
  • Asset consolidation to simplify estate transfer.

*Neither Forge Financial LLC nor Raymond James provides tax or legal advice. We coordinate with your chosen non-affiliated third parties for this.

TAX OPTIMIZATION

  •  Capital gain and loss harvesting
  • Charitable giving strategies
  • Employer retirement plan selection

RETIREMENT INCOME PLANNING

  • Goal planning and monitoring
  • Investment management and asset protection
  • Early retirement strategies

OUR GOALS CAN ONLY BE REACHED THROUGH A VEHICLE OF A PLAN, IN WHICH WE MUST FERVENTLY BELIEVE AND UPON WHICH WE MUST VIGOROUSLY ACT.

PABLO PICASSO

It’s not what you make, it’s what you keep, how hard it works for you, and how many generations you keep it for.

Robert Kiyosaki