Before investing your money, I take the time to understand your family, your business and what you want to achieve. As a Financial Advisor, I help families and business owners create personalized strategies for retirement, education planning, wealth preservation, estate and legacy strategies. As a Certified Financial Planner® (CFP®) professional, I have completed rigorous education, examination and experience requirements and am committed to putting my clients' interests first. Working with a CFP® professional means you benefit from comprehensive financial planning that considers every aspect of your financial life, helping ensure your investments, tax-aware strategies, retirement goals and legacy considerations work together in a coordinated way. I also collaborate with attorneys, accountants and other trusted professionals when appropriate to help create a seamless planning experience. In addition to helping families I also have experience in helping business owners with their needs such as employer plans. When I'm not helping clients, I enjoy playing guitar, rock climbing, traveling, networking in the Brighton community and hosting events. Whether it's over coffee, a round at Topgolf or a phone call, I'd welcome the opportunity to connect and see if I'm the right advisor for you and your family.
- Forrest A. Hough
*Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult your estate-planning attorney or qualified tax advisor regarding your situation.
