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. 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. 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.