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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

Catch Up for a More Comfortable Retirement

Encourages older workers to maximize catch-up contributions.

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Important Tax Breaks for Pass-Through Businesses

Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators