Forbes Financial Group will serve as the preferred, trusted source of wisdom and advice for a select number of families with roots in southern Illinois. We believe that only by truly getting to know our clients and their hopes, dreams, and fears will we be able to succeed in this journey. Our unique client experience is focused on nurturing reciprocal trust, confidence, and friendship.
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
- Booker T. Washington
Planning for only one life event would be like having only one puzzle piece and expecting the picture to come together. We utilize our comprehensive approach to help.
- Sir Winston Churchill
President / LPL Registered Principal
Vice President of Operations
Director of First Impressions
Director of Communications