Forward Investment Services

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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 with professionals to meet your investment, financial planning, retirement and life insurance needs. Your needs, our solutions working together to provide appropriate investment strategies. Contact us today to begin your comprehensive financial planning including:

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

Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

HOT TOPIC: What You Don't Know About Life Insurance

The common perception is that life insurance is primarily needed to help protect young families in the event that a major wage earner dies before the children are grown. The reality is that far more people either need or could benefit from owning the appropriate life insurance policy.

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

An Average Way to Invest

Dollar-cost averaging might help investors make the most of a highly volatile period.

More Newsletters →

About Us

207 W 6th Street
Marshfield, WI 54449

Phone: 715-389-7183
Fax: 715-384-2156

Map and Directions

Market Watch

September 04, 2010 @ 05:37 AM

Dow Jones Industrials	10,447.93	+ 127.83
Nasdaq Composite	2,233.75	+ 33.74
S&P 500	1,104.51	+ 14.41

[ Markets | Charts | Quotes | Portfolio ]

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
iMoney

Ideas to help simplify everyday finances.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

PrimeVest Financial Services Inc. is an independent, registered broker/dealer and registered investment advisor. Member SIPC/FINRA Securities and insurance products offered by PrimeVest: *Not FDIC Insured *May go down in value *Not Financial Institution guaranteed * Not insured by any federal government agency *Not a deposit product.

View PrimeVest privacy policy and other important information.

Investment executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response contact with residents of other states will only be made upon compliance with applicable licenseing and registration requirements, The website is for US residents only and does not constitute an offer to sell, or a solicitation of an offer to purshcse brokerage servicees to anyone in the United States.

Advisory services may only be offered by Investment Adviser Representatives in connection with appropriate PrimeVest Advisory agreement and disclosure brocure as provided.

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither PrimeVest, nor any of it's representatives may give legal or tax advice.