Old black fire helmet and a red fire hel

Financial Planning Services

Forward Focus Financial Planning is a firefighter-owned fee-only fiduciary financial planning firm.

 

That's a lot of F-words, but let me explain.

 

This shop is run for firefighters by a firefighter. I understand the job, the benefits, the stress. Fee-only means I do not collect commissions or any additional fees from the investments or other products I may recommend. I believe the fee-only approach aligns with the client's best interest. And as a fiduciary, my duty is to the client above all else. 

Comprehensive Financial Planning

Onboarding Fee:

Public Safety

$343

Civilians

$699

Financial Planning Fee:

Starting at:

$1,800/year* billed monthly

*Fee is dependent upon complexity

The fee begins in the month following onboarding. 

iNvestment management Fee:

$0 to $500,000

0.35%

$500,000 to $1,000,000

0.25%

$1,000,000 and above

0.15%

Firehouse Gear

Want to learn how we can help you get on track for retirement?

The first step in our RECEO-VS process is a 15-minute phone consultation. Click below to schedule today. 

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Forward Focus Financial Planning, LLC is a Registered Investment Advisor in the state of Georgia.

(470) 228-0519 |matthew@forwardfocusfp.com |Clarkesville, GA 

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