Our Services

We believe sound financial plans outlast the uncertainty of the moment. Markets shift and economies change, but at Forestview Financial Partners, our customized strategies are built to evolve. That’s why we provide a consistent and objective perspective to help ensure your financial plan is integrated for today and for the future.

We offer a full suite of services catered to high-net-worth investors and their families. From helping individuals and business owners, to retirees and more, we’ll help ensure your plan works in unison so you can stay focused on what matters most. Whatever you hope to achieve, we’ll be here to help you maintain your financial freedom through all of life’s stages.

Financial Planning

True financial planning provides the means to unify all aspects of your financial life. While providing an overview of the big picture, your wealth advisor will develop comprehensive strategies that allow you to make stronger financial decisions.

Though one-size fits all strategies may be the common approach, we specialize in tailoring plans to fit your current situation while providing a foundation for future growth. From asset accumulation strategies to asset distribution, tax and estate planning, and insurance solutions, we will strive to help promote your total financial independence.

Financial planning services can be retained on a stand-alone, fee-for-service(1) basis, or included with our portfolio management services for a comprehensive wealth plan.

(1) Forestview Financial Partners generally charges $250 per hour for stand-alone financial planning services, however, we prefer to negotiate a fixed-rate after the scope of work is defined, eliminating the potential for unpleasant surprises.

Portfolio Management

The heart of our practice is dedicated to constructing and managing investment portfolios. As the primary advantage of our firm, our wealth management strategies incorporate analytical processes to fully understand client priorities. From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, we strive to first gain a deep appreciation for every aspect of your situation before offering our recommendations. Upon your agreement with the investment objective of the portfolio, we create an investment policy statement which guides us as we manage your portfolio on a discretionary basis.

At Forestview Financial Partners, we draw upon a broad investment universe to deliver effective wealth management plans designed to meet your needs for income and capital appreciation. Our asset allocation strategies(1) integrate individual stocks, bonds, and exchange-traded funds, which offer a very low cost-to-hold. When appropriate, and only with your consent, we may include Options strategies designed to increase the income yield of your portfolio as well as provide some downside protection.
In some cases, we may also recommend alternative investment funds and third-party asset managers with whom we have strategic partnerships.

Forestview Financial Partners charges fees per the following schedule:

Total Assets Under Management                              Annual Fee(2)

$0(3) to $1,000,000                                                       0.65%

$1,000,001 to $2,000,000                                            0.50%

$2,000,001 and up                                                       0.25%

(1) Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk. 

(2) Fees are paid quarterly and typically calculated on the average daily account balance over the quarterly billing period.

(3) Forestview Financial Partners generally requires a minimum relationship of $1,000,000 for portfolio management services. This minimum can be met by aggregating multiple accounts if necessary. Forestview Financial Partners may, in its sole discretion, decide to waive this minimum.

Retirement Planning

Whether you’re in the prime of your career, are just a few years away from leaving the workforce, or are already retired, we can help you gain confidence that your long-term goals will be met. Your advisor will offer detailed projections of when you can safely retire, at what level of income, and what rate of return will be necessary to meet your retirement goals. For those already retired, we will stress-test your plan for longevity risk, helping you ensure that your desired lifestyle will be maintained throughout your future.

For the past 20 years, we have helped clients effortlessly transition from the working world into retirement. By looking at the whole picture of your life, we can develop a tailor-made plan of action that evaluates pensions and social security income, 401(k) plans, savings, stock options, deferred compensation, and other assets to structure a reliable income stream throughout your future.

Estate Planning

Estate planning isn’t just for those that might be subject to the estate tax.  Everyone needs a plan to control how their assets are given to the people or charitable organizations they care the most about.

At Forestview Financial Partners, we offer custom solutions that can establish a financial tradition across generations. Our strategies incorporate your family’s most cherished values and build solutions that adhere to them. As we promote your continued success, we can work closely with your tax and legal professionals in a coordinated approach. If you need a referral to an attorney, accountant, or a corporate trustee, we have established relationships with a variety of these types of professional services.

As your advocate, we will help ensure that your plan prepares your money for your heirs while preparing your heirs for the transfer of your wealth. 

Business Exit Planning

You have worked hard to build the value of your business. From your employees, to your clients, and your customers, you have taken care of your people with the highest standard of service. Over time, however, the ultimate question comes for every business owner: “what is the next chapter in my life?”

We can help you answer that question with confidence. Working as a team, we can help you evaluate the next steps of your life, whether it be the transition of your business to the next generation, your employees, or an outright sale.  It is also important to protect your business and family should something happen to you, a partner, or a key employee – and we can help you do that as well.

As successful business owners understand, decisions of this scale require coordination with a team of consultants. It not only entails financial expertise and guidance, but the emotional support to make the most effective decisions. Serving as your strategic partner, we will help you prepare for one of life’s biggest transitions.

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