Investment Planning

As an initial step, we at Forest Financial Planning Group, LLC evaluate each client’s current holdings to determine how appropriately they meet the desired objectives.


Retirement and Income Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. Longer life spans have created several new issues that need to be taken into consideration when planning for retirement.


Longevity Planning

When planning for longevity, we typically focus on the potential need for assisted living and long-term care because of the potential for critical or catastrophic illness, and the appropriate survivorship income should one spouse predecease the other.


401(k) Self-Directed Brokerage

At Forest Financial Planning Group, LLC, we may have the ability to professionally manage your 401(k) while you’re still at your employer.


Charitable Giving

A Donor-Advised Fund is a simple way to pass on your values and assets to the next generation. Regal Charitable can help you fulfill your philanthropic goals and create your legacy through our Donor-Advised Fund Program.