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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

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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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Fine-Tuning with Sector Funds

Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lease Payment

How much would your monthly lease payment be?

Mortgage Acceleration

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

More Calculators