Forbes Wealth Management Ltd.

Who is Forbes Wealth Management? -Forbes Wealth Management consists of founder Don Forbes, Erik Forbes, and Nathan Heppner. What does Forbes Wealth Management do? -Forbes Wealth Management provides comprehensive financial planning, farm succession planning, retirement planning, estate tax planning, and insurance analysis. Why do we do what we do? -We provide comprehensive financial planning because farmers and business owners often find themselves thinking about how they can protect everything they have worked for when it comes time to pass it on to someone else. Lack of information can be a major barrier in decision making when planning ahead. We strive to provide insightful advice on how to move forward so decisions can be made. How do we do what we do? -We start by understanding your goals, identify barriers and potential complications, converse about potential solutions and alternatives, then we craft a written analysis and step by step action plan to provide the simplest and most effective path to achieving your goals. Who do we do it for? -Forbes Wealth Management provides advice and solutions for rural farmers, professional, and business owners. -What makes us different? Forbes Wealth Management believes in providing written comprehensive financial planning advice on a fully disclosed hourly fee basis. This way you can rest assured that we are putting your interests first and providing truly unbiased advice. Why hire us? -You should consider hiring Forbes Wealth Management to assist in planning out your next stage of life because we are one of the only comprehensive financial planning offices who specialize in the complexities of family farms, that also provides all services on a fully disclosed and transparent basis.