Fee-Only Financial Planning and Investment Management
Forever Financial Advisors is a fee-only financial planning and investment advisory firm located in Fairport, New York, just outside of Rochester. We provide comprehensive financial planning and investment management to individuals and small business owners. Forever Financial is a fee-only firm, and does not accept any commissions or revenue from any source other than the clients which we serve. It is our strong belief that this provides a level of objectivity and integrity that is an essential part of our relationship with our clients.
We will meet with you to discuss your financial goals and concerns, and work with you to develop a comprehensive financial plan to address these needs. If your needs include management of investment assets, we will provide this management and oversight to ensure your investments remain aligned with your goals and responsive to changing circumstances.
Forever Financial Advisors is a Registered Investment Advisor with the State of Massachusetts, and a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).