CLICK HERE TO VIEW FOREST FINANCIAL ADVISORS'
INVESTMENT STRATEGIES PRESENTATION

Welcome to the web site of Forest Financial Advisors, Inc. (FFA), an Illinois licensed investment advisory firm. We offer financial planning and investment counseling services for a broad range of clients. We are independent and receive no compensation from the sale of securities or life insurance.

Our approach is founded on a set of guiding principles designed to assure objective, common sense, affordable advice and customized service. We consciously avoid the flaws that we have seen in most financial and investment planning – high investment fees and expenses, glossy marketing hype, a product sales motive, high net worth requirements for new clients, cookie-cutter recommendations that ignore client circumstances or preferences, and a high turnover of personnel.


Our detailed description of services explains the different stages and facets of our financial counseling process and our common-sense investment strategies. We separately outline our specialized services for divorce clients. These services are also described in firm brochures that can be downloaded. You will see that we offer a flexible menu of services that is designed for a financially diverse clientele.


Our two firm owners and principals, David and Henry Barkhausen, bring extensive and complementary professional expertise of over 25 years each to their work for FFA, as outlined in the background on the firm.

The suggested links will give you an additional flavor of the variety of issues and problems we commonly address. While some of this information will inevitably be obsolete, it is designed to make this site a useful educational resource to our visitors. We welcome your thoughts and comments as well as the possibility of serving you.

 

 


Copyright 2004 Forest Financial Advisors, Inc. All rights reserved.

Forest Financial Advisors, Inc. may only transact business in any state if it is first registered in that state or excluded or exempted from state investment advisor registration requirements. The firm is currently registered in the State of Illinois.