Financial planning Can Be Stressful
FORGRAVE FINANCIAL HELPS YOU SIMPLIFY YOUR FINANCIAL STRATEGIES — WITH A BIBLICAL WORLDVIEW
How It Works
1. Free Introductory Call
2. In Person or Virtual Initial Meeting
3. Recommendations For Your Plan
4. Move Forward with Confidence
How Can We Help You?
Investments
We guide your investment plan to match your long term goals and monitor the process along the way
Insurance/Protection
What kind of insurance do you need? We provide you with an independent analysis of the coverages you need.
Debt Reduction
If debt is disrupting your cash flow, we will do a cash flow analysis to identify areas of improvement you can make to get back on track.
Retirement
We guide your investment plan to match your long term goals and monitor the process along the way
Biblically Responsible Investing
Believing that God is the giver of all good things in our lives, we use a filtering process called eVALUEator to eliminate investing in companies that profit from violating the laws of God’s kingdom.
Risk Evaluation
How risky are my investments? Is my risk appropriate for this stage of my life? We provide clarity to this key issue for you.
About Forgrave Financial Strategies
Meet Ben Forgrave
Founder and CFD Financial Advisor, Forgrave Financial Strategies
How Ben Got Started!
Benjamin Forgrave began in financial services in 2001. In 2006, he left a back office role to engage with a client facing role in the business.
In 2016, Ben became an independent financial advisor through LPL Financial. Ben desires to see “Middle America” receive the financial advice and guidance they deserve.
Now He is Living His Passion!
Ben has held several different roles in financial services since 2001. By far his greatest joy and passion is helping families and individuals live with clarity and confidence in their financial lives. Ben enjoys reading, golf, and supporting his children on their homeschool journey.
Biblically Responsible Financial Planning
Have some questions?
We have answers
Here Are Some of Our Frequently Asked Questions.
Based on our belief that all walks and demographics of life deserve solid financial advice, we do not have “minimums” like other firms. We are happy to work with you whatever stage in life you find yourself and will tailor a solution to your situation.
Yes, utilizing our technology we can offer services to those in other states than own our home state.
Our approach is to get to know you and your family. We do this by taking the time to understand your history and fully understand your financial situation. Once this is achieved, we will make appropriate recommendations on what you should do.
We are aligned with CFD Investments, an independent Christian owned Broker Dealer. We have various independent custodians, providing online access & investment statements.
This is a general term in the financial services world that describes amount of money you need in order to last the rest of your lifespan. We provide this target number for your retirement as part of our evaluation process.
In general, that is not our specialty. However, if clients are desirous of buying individual stocks, we can accommodate such cases. Usually, when this is what the client wants, we will invest in a basket of “biblically responsible” stocks, based upon methodologies used in eVALUEator, as well as Dan Celia’s philosophy.
It is time to take action...
Schedule Your Free Consultation Today
Hours of Operation:
Monday – Friday 9am – 5pm
Phone: (740) 975-7831
Email: ben.forgrave@cfdinvestments.
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902.
