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About Forecast Strategic Advisors

Strategies for your financial future.

Since 1985, the founders of Forecast Strategic Advisors have developed and refined the process for building road maps that lead business owners and high income individuals to financial success. Using proprietary processes like Final Cast™, Forecast Strategic Advisors work with you to develop practical plans and put them in motion toward the goal of a most rewarding lifestyle you can envision. A goal of making more intelligent use of business and personal assets, we help you plan, manage and prosper with better outcomes.

For your business, we’ll help you:
• Anticipate and manage risks
• Identify strategies and tactical solutions to preserve, promote and protect the value of your business
• Tie owner and key employee compensation solutions to business growth, “Think like an Owner”.
• Plan your retirement and succession strategies as mutually inclusive of one another.

For life after business, we’ll help you:
• Preserve and protect what you’ve achieved  
• Update estate plans and tax-wise solutions that are enduring for future generations.
• Place sound investments that promote wealth

In addition to our on-staff consultants who give our clients the highest level of personal attention, Forecast Strategic Advisors draws on a partner network that includes some of the best lawyers, CPAs, financial planners and investment advisors in the region and nationally who focus their expertise in Business Owner Exit Planning.  We serve clients around the country (see who we serve).

Contact us for more information.

VIEW OUR VIDEOS that explain our motivation to do what we do and an award presentation to us for our work.