Welcome to Forrest Financial Services!
We are an independent, fee only, financial planning and investment advisory firm located in Windsor Heights, Iowa. Because we are independent, we represent you (not a bank, mutual fund, or insurance company) and your best interests in every transaction. Our independence allows for an unbiased review of your financial situation and a customized plan to fit your specific objectives. We believe in getting to know you personally, so we can truly understand your financial goals, ascertain your risk tolerance, and allocate your assets appropriately. We communicate regularly with each of our clients to refine objectives, risk tolerance, and any other factors that may alter our method of allocating assets.
As a fiduciary we manage assets for your benefit.
We take great pride in our subject matter expertise and the outstanding service we provide to our clients. We have a high level of enthusiasm for our profession and believe that our attitude makes a difference in the implementation and execution of our plans. We know that an effective financial advisor relationship is built on a commitment to communication and personal attention.
Contact us today to schedule a complimentary consultation meeting to discuss your investment and financial planning needs.
Pete@ForrestFinancialServices.com 515-633-2875
Steve@ForrestFinancialServices.com 515-277-3495
Investment Management
A successful investment strategy depends on three things: goals, time horizon, and tolerance for risk. Forrest Financial Services will take the time to understand what each of these criteria means to you. We offer personalized service and customized investment portfolios.
Financial Planning
We will work with you to discover how you obtain, budget, save, and spend your financial resources. We take an assessment of your entire financial situation including your savings investments, insurance, social security benefits, income taxes, and liabilities.
Tax Services
We are CPAs and offer a full range of tax planning and preparation services. CPAs are dedicated professionals who understand the business of taxes and finance. Knowledge and training in tax matters enable CPAs to develop effective techniques that often result in substantial tax savings.