Conservative Investing Concepts

Forney Financial, located in Lynnwood, WA, is a trusted financial services firm specializing in comprehensive investment and financial planning solutions. As expert financial advisors, we offer personalized services tailored to meet the unique needs of diverse clients. Our range of services includes creating customized financial plans, providing education on financial matters, and offering specialized guidance for women and the LGBTQ+ community. We excel in assisting clients through major life transitions, such as changing jobs, and offer pre-retiree planning to ensure a smooth transition into retirement. Our retirement services are designed to help clients maintain financial stability and achieve their long-term goals.

Your retirement and investment needs don’t fall into a cookie-cutter format. Everyone has unique goals, needs, and circumstances, which is why our team will collaborate with you to understand your vision while bringing our expertise to the table.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.