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(618) 529-1940

Our Community Our Commitment Your Confidence
Our Process
Our History
Our Values

Together We Can Do More

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.

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Focused on You

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.

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“Excellence is to do a common thing in an uncommon way.”

- Booker T. Washington

Pursue a life of purpose

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.

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“I am an optimist. It does not seem too much use being anything else.”

- Sir Winston Churchill

"Words are how we think; stories are how we link."

-Christina Baldwin

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John Forbes

John Forbes

President / LPL Registered Principal

(618) 529-1940

Nancy Lindsey

Nancy Lindsey

Vice President of Operations

(618) 529-1940

Gabrielle Woodis

Gabrielle Woodis

Director of First Impressions

(618) 529-1940

Kaitlyn Forbes

Kaitlyn Forbes

Director of Communications

(618) 529-1940