Who We Serve

Helping create confident futures

At Foran Financial Group, we help you with investments, but we do whole lot more.

We’re here to help you design a road map to your best life; then we help you implement it every step of the way.

With us, there are no cookie-cutter solutions.  Your financial plan and investments will be personalized to your needs, not to anyone else’s.

Can we help you achieve your goals?

We don’t try to be all things to all people.  If we can’t help you, we’ll let you know and recommend some avenues for finding the help you need.

Here are people we specialize in helping:

  • Individuals and families looking to secure their future
  • People going through a divorce or other transition
  • Families with special needs members

Securing Your Future

We specialize in helping families and individuals get organized financially and on the road to your ideal future.

People we can help usually have these types of questions:

  • Am I saving enough to be able to afford my lifestyle in retirement?
  • When can I retire?
  • What happens to my retirement plan if the stock market crashes?
  • Should I open a Roth IRA or a Health Savings Account?
  • Is my family protected if something happens to me?
  • Should I setup a trust?
  • Should I buy/refinance that second home or boat (and other everyday financial questions)

If this sounds like you, Foran Financial Group can help you:

  • Get your financial life organized once and for all
  • Create a clear road map to achieve your goals, then keep you on track
  • Manage the competing demands of college, retirement, and paying off debt
  • Understand how your money is invested and why
  • Protect your wealth as it grows
  • Leave a lasting legacy to benefit your heirs 

Going Through a Divorce or Other Transition

Life throws curveballs at all of us at times.  If you find yourself in the process of divorce, it can be difficult to consistently make the right decisions.  But your future depends on it.

Over the years, we’ve helped hundreds of people through divorces and other life transitions, and know how important it is to have an objective professional at your side.  Our team includes Jessica Weaver, a Certified Divorce Financial Analyst (CDFA®), who is specially trained in helping couples or individuals through the process.

We are also skilled at helping in other life transitions, such as:

  • Loss of a spouse
  • Exit planning or sale of a business

If you’re going through a transition, you may have these types of questions:

  • What changes do I need to make now to prepare for the future?
  • How will this impact my retirement plans?
  • What do I need to do to adjust my will/estate plans?
  • How will this impact my tax situation?

 If this sounds like you, Foran Financial Group can help you:

  • Avoid emotional mistakes and look at your financial situation objectively
  • Put your alternatives and financial plan in writing, so it’s clear and easy to understand
  • Help you navigate any obstacles or issues as they arise.
  • Help you get back on stable footing with ongoing meetings and unlimited support

This full-service help at a critical time can help you move forward confidently.  

Special Needs Planning

If you have a special needs child, you already know that you need to plan very carefully.  At Foran Financial Group, we specialize in providing you the help and support you need to make sure your loved one is taken care of now and in the future.

One of our team members, John Foran, is a Chartered Special Needs Consultant (ChSNC®).  That specialization allows us to better serve our special needs family clients.  Additionally, our partner firm, Raymond James, offers a unique Special Needs Trust that can often be a very cost-effective solution to getting the protection and administration you need.

Over the years we’ve helped many special needs families secure their future.

If you’re a special needs family, you may have these types of questions:

  • What type of account or trust should I be using?
  • Should gifts to my special needs family member be structured any specific way?
  • How can I make sure my child’s resources will be managed after I’m gone
  • How can I ensure that their money will last 

If this sounds like you, Foran Financial Group can help you:

  • Make the right financial moves to maximize the resources that will be available for your child
  • Determine the best strategy for using a trust, and help oversee the implementation process
  • Provide ongoing support to ensure that your child’s financial needs will be well taken care of now and in the future

We specialize in helping individuals and families looking to secure their future, people going through a divorce or other transition and families with special needs members.

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