Frequently Asked Questions
In this section you'll find SIMPLE scripts you can use to introduce clients to Forge Financial. We also include the steps we'll walk them through for your reference.
The company is Forge Financial Services. They're a team with over 20 years of experience helping business owners with investment solutions.
They specialize in preparing owners to turn company profits into both retirement solutions and passive income. Essentially, getting your money to start making you extra income closer to now.
One of main reasons we like working with Forge is the value they provide upfront. They'll do a complementary review to see what can be done to help you. If they see you're perfectly set up, you won't ever pay them a penny.
You know, I'll be honest with you, this isn't really my area. I just know many of our key executives are clients of Forge.
What I do know is they specialize in investments that grow with out taxes and building out no-loss strategies that still make competitive returns.
Honestly, I've observed that they put the client first.
One example of this, they reviewed the investments of a client and found an extra $500k in projected lifetime fees that didn't need to be there.
Another example is a business owner that has used his tax free investment to buy two rental properties.
No... but I really should! I'll give them a call right now!
I'm not personally a financial expert myself.
But what I do know is that some of the strategies they focus on are commonly part of the investment portfolio of Fortune 500 CEOs.
What they do is common in high net worth individuals.