John Forney Email & Phone Number

Licensed in industry since 1969, have CLU, ChFC, AEP, and AIF designations as well as Series 7,63, 65, 24, 51 licenses.I work extensively with 401k's and pensions of all types for over 35 years and other employee benefits and with retiree's out of those plans. Developed Central Pennsylvania Livewell* to assist employers in controlling healthcare costs with a boots on the ground approach. I have over 40 years experience working with individual financial planning. Specialties: Design and Fiduciary compliance in qualified plans, design and implement wellness programs* to control healthcare costs working with local healthcare professionals. Retirement Income Planning and Personal Financial Planning are strong specialties. Working with key employees to recruit, retain, and reward them.*These services are not offered by Raymond James Financial Services, Inc.For important disclosure information, please see "Social Media Disclosure" Link in the "Contact Info" section.Forney Financial Solutions, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Listed skills include Employee Benefits, Retirement Planning, 401K, Persona Financial Planning, and 38 others.