Our Services

The financial management process at J. M. Forney & Associates, Inc. begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long term. We work with you side by side so that you're confident in and comfortable with the informed financial decisions you make that are right for you, even if that means doing nothing.

 

Some of the services we offer:

·        Investment planning

·        Retirement planning

·        Estate conservation

·        Risk management

·        Cash management

·        Charitable giving

·        College funding

·        Tax management

 

Securities and advisory services offered through NATIONAL PLANNING CORP. Member FINRA/SIPC, a Registered Investment Adviser. J. M. Forney & Associates, Inc. and NPC are separate and unrelated companies.