Welcome to Foran Financial Group

 

 

Personal Attention | Custom Strategies | Comprehensive Guidance

At Foran Financial Group we’re committed to helping families and individuals address and exceed their life goals.We bring more than 30 years experience to developing unbiased, customized investment strategies to help build and protect your wealth throughout your years in retirement. We’re confident we can help you develop a retirement income strategy tailored to your needs and help keep you on track toward your goals.

How will you get where you’re going in retirement?

At Foran Financial Group, we’ll help you find the right track for pursuing your goals and accompany you every step of the way, serving as your competent advocate and guide by…

  • Offering independent, objective advice
  • Anticipating obstacles and challenges before they occur
  • Simplifying your life through personal service and experienced guidance
  • Providing a master plan to track progress against your goals

 

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Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Newsletters

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

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