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 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.
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