Guidance and listening are two great strengths Forty financial has shown me. They care enough about me to make me think about my expenses and really think hard about any withdrawals. They are working hard to get me ready for semi-retirement and retirement.
It has been a pleasure working with Mike the past 15 plus years. Granted, I could have achieved better results had I chosen to be more aggressive, but I am pleased with where I am at. Mike is always on top of my situation, and contacts me to see if I think we need to get together to go over things. He keeps me up to date, annually, with my Red's.
I would highly recommend Mike and Forty Financial Services.
Chase's experience and tenure in the business is why we initially contacted him. He first understood our needs and desires before presenting a solution. We never felt rushed to make a decision. It is great to have someone in the community that works for his clients. I referred a friend to him and he is pleased as well.
The staff at Forty Financial are the B.E.S.T. They are knowledgeable, friendly, efficient and trustworthy. Their vast range of experience helps them to assist clients with financial decisions at all levels, beginning budgets, savings, insurance and retirement. Thank you Forty Financial for making my retirement flow smoothly and with expert advice.
Mike, Deby, Chase, and Katie are a pleasure to work with. Their consultative approach to wealth management removes the guess work in structuring a secure future for my family. I am happy to entrust my portfolio to Forty Financial.
Forty Financial Inc is a US Finance company based in Greenfield, Indiana. Forty Financial Inc is located at 812 E Main St, Greenfield, IN 46140, USA.
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