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Financial Services

We provide assistance in a variety of areas and can provide a wide range of services to best suit your needs.

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Tools and Resources

Insights about financial planning and tools to help you take control of your finances.

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"Employ your time well, if you mean to gain leisure."

-Ben Franklin

FINANCIAL ADVICE SHOULDN'T BE COMPLICATED

Live Life Well Planned

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

MEET THE TEAM

Casi J. Fors, AIF®
Wealth Advisor

(360) 457-6116

Casi@ForsFinancial.com

Joseph Fors
President, CEO & Wealth Advisor

(360) 457-6116

Joe@ForsFinancial.com

Renee Riggle
Office Manager

(360) 457-6116

Renee@ForsFinancial.com

You deserve a stategy that adapts to your needs.

We create financial strategies tailored to your goals.

What's Your Risk Number?

Newsletters

Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

Describes convertible bonds and their balance of stability and upside.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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HOT TOPIC: What’s in the New Tax Legislation?

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators