Full-service financial advice delivered to your family, by ours.
Most financial advisors focus on numbers. Investments, insurance, retirement age, all quantified. Numbers are important; however, they are really just measuring sticks.
Instead of achieving “number” goals, you likely want to achieve something very different: your life goals and dreams.
At Foran Financial Group, this business is about far more than numbers to us, too.
Family Values. As a family practice, we understand the challenges your family faces. Our founder’s kids grew up in the business, stuffing envelopes and helping do other tasks. They heard about the business at the dinner table every night, too! Now those same kids are grown and have joined our team. Our other team members may not be related by blood, but our shared passion to help others binds us together nearly as tightly. Our goal is to help your family eliminate financial stress and replace it with positive actions toward your goals.
Teachers, Not Gurus. Gone are the days of investment gurus. Today, along with expertise, you want a teacher, and a coach, so you can understand and participate in designing your ideal financial future. At Foran, we’re advocates for financial education, so much so that we teach Retirement Planning courses at Raritan Valley Community College* and Brookdale Community College*. We know it’s our job to translate financial strategies to plain English so things are easier to understand. You’ll find that same practice across the board with all Foran Group team members.
*LPL Financial is not affiliated with and does not endorse Raritan Valley Community College or Brookdale Community College.
Most financial firms have aging staff. Their experience is important, but you also need continuity and consistency of service. Our multi-generational staff ensures that we’ll be there for you now and in the future.
FORAN FINANCIAL GROUP
Experience A combined 60 years of experience in financial planning, retirement planning and investment management.
Credentials Team members include CERTIFIED FINANCIAL PLANNER™ professionals, a Certified Divorce Financial Analyst (CDFA®), a Chartered Special Needs Consultant (ChSNC®), Certified Fund Specialists (CFS®), and an Accredited Investment Fiduciary (AIF®).
Fiduciary Yes. We put your interests first!
Compensation We are fee-based, not commission-based, so there’s no incentive to push products. You just receive advice that’s in your best interest.
Fee Structure You’ll get a fixed quote from us so you’ll know exactly what you’ll pay up front. You’ll never get an hourly or surprise bill from us. We also include unlimited support so you can call or email us anytime.
About LPL Financial
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.
For more information about LPL Financial, visit www.lpl.com.