Our Foundations program is perfect for people looking for a low-cost investment option with some assistance from a CFP® professional. Optional financial planning services can be added. Start growing your net-worth by partnering with a CFP® professional.
Two (2) video or phone calls per year with a CERTIFIED FINANCIAL PLANNER™ professional who puts you and your interests first
Targeted, goal-based portfolios invested in low-cost exchange traded funds. Maximize your returns by minimizing the expenses
Systematize your investing with automatic contributions, rebalancing and tax-loss harvesting.
An easy to use, secure website provided by award winning robo-advisor, Betterment.
Forestview Foundations has no minimum account requirements, no account fees, no IRA custodian fees, and no account termination fees. Just a 0.50% annual fee that is assessed on your account on a quarterly basis.
If you need help with more than just your investments, for an additional fee negotiated with your CFP® professional, you can receive comprehensive financial planning services. Financial analysis, advice and recommendations can be provided on a wide range of topics including, but not limited to: retirement, insurance, paying off debts, saving and paying for higher education expenses, and estate planning.