Forward Investment Services

Committed to helping our clients design and achieve financial goals for themselves, their families, and their businesses.

Forward Investment Services is a full service investment center located in Marshfield, Wisconsin with a team of professionals to meet your investment, financial planning, retirement and life insurance needs. Your needs, our solutions working together to provide appropriate investment strategies. Click on "CONTACT US" to begin your comprehensive financial planning including stocks, bonds, mutual funds, 529 college funding, 401K, SEPS, SIMPLES, 401K rollovers, tax-deferred annuities, long term care and retirement planning.

We are a process driven firm specializing in the accumulation, protection, distribution and transfer of client wealth. Forward Investment Service located in the Forward Financial Bank of Marshfield implements personalized service utilizing financial planning to identify the client's needs, wants and goals in order to create a personal financial plan.

An Investment Executive is your partner in reaching your financial objectives, and providing the expertise necessary to design a diversified portfolio especially for you. Whatever your goals you'll want investments with growth potential to enhance your wealth over the long term.

Forward Investment Services in Marshfield has been serving the surrounding communities of Central Wisconsin for many years. If you're like most investors, you have questions and that's where the team at Forward Investment Services can help by design and achieve your financial success. Click on "CONTACT US" to begin your comprehensive financial planning today!

Retirement Full Service Brokerage
Education Funding Stocks
Estate Advantaged Investing Bonds
Business Continuation Mutual Funds
Success Planning Tax-deferred Annuities
Corporate 401K Plans Long Term Care
Asset Management Life Insurance

 
Calculators

Savings Accumulation

Estimate the future value of your current savings.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

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Newsletters

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

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