Financial planning Can Be Stressful
FORGRAVE FINANCIAL HELPS YOU SIMPLIFY YOUR FINANCIAL STRATEGIES — WITH A BIBLICAL WORLDVIEW
How It Works
How Can We Help You?
About Forgrave Financial Strategies
Meet Ben Forgrave
Founder and LPL 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
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 LPL Financial, * the #1 Independent Broker Dealer in the United States. LPL Financial acts as our independent custodian, providing online access and investment statements.
* As reported by Financial Planning magazine, June
1996-2020, based on total revenue.
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.
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Schedule Your Free Consultation Today
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC