Forsyth Financial Services

Jim Forsyth is the founder of Forsyth Financial Services. He offers independent financial and investment services through his affiliation with Commonwealth Financial Network. Jim started his financial career in 1997 working for a large financial services firm. Over time, he felt his clients would be better served if he began working independently.

When you go to a financial professional with a famous Wall Street name, you don't necessarily get that choice. Although many big-name firms offer quality investment products, the ones that a financial professional can offer may be chosen by people who don't know you. These firms may also impose sales quotas on the financial professional helping you.

No matter what your level of wealth, working with us can help you pursue your goals. Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature.

Intelligent investors often ask, "What is your wealth management process?" The following pages aim to provide the answer. There is a system to our practice, and when managing our clients' assets, we adhere to it. Below, you will find a brief overview of our six-step process. The goal here is to get to know you.

Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. In today's world, there are common needs and desires people seek to accomplish.

To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.