54 Grove Street,
Our goal is to help eliminate your financial stress, so that requires more than investment management and an occasional phone call. Instead, our advisors provide you with a suite of services to pursue all of your financial goals:
Your full commitment is required to pursue true financial freedom. But when you’re busy, it’s hard to find time to focus on such big picture planning. That’s why we’ve designed a process that keeps you moving forward, even when life gets in the way.
First, we’ll work closely with you to develop a comprehensive financial plan. In this process, we’ll take a look at all aspects of your financial life and develop strategies for each: cash flow and debt management, investments, tax planning strategies, estate planning, and insurance planning. Along with the plan itself, we’ll create an action plan to ensure that each part of the plan gets focused attention over time.
Once we complete the initial plan, that’s just the beginning. Here’s what happens next, to ensure you stay on track with your plan:
*While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of LPL Financial, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
One unique feature of our service is the annual family meeting. Too many times we saw a client pass away, then find out that their spouse and kids were not kept in the loop. So now, we proactively invite all your family to a meeting that also includes your accountant and attorney. That brings everyone up to date regarding goals and progress. This is also an ideal opportunity to discuss potential ways to improve things over the next year.
You’re busy, so we’re happy to meet with you wherever is most convenient: online through a virtual meeting, at our offices, or at your home or office.
All of our services include unlimited support, so you (or any family member) can call, email, or text us whenever you need help.
We’ve designed a process that keeps you moving forward, even when life gets in the way.
At Foran Financial Group, we provide you with a suite of services to pursue all of your financial goals.