Home | www.forsfinancialconsulting.com

Financial Services

We provide assistance in a variety of areas and can provide a wide range of services to best suit your needs.

Learn More

Tools and Resources

Insights about financial planning and tools to help you take control of your finances.

Learn More

"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

Versatile 529 Plans Can Help with More than Just College

Explains expanded uses making 529 plans more flexible.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Important Tax Breaks for Pass-Through Businesses

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

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: Tariffs Drive Market Volatility

Explains why tariffs have shaken markets and long-term trends to consider.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators