Business Owners & Entrepreneurs

Trying to grow your business,  create financial independence, a secure retirement plan, reducing tax burden and rewarding employees. When a business owner confronts these major business issues they are faced with challenges as well as major planning opportunities.

At Forefront we have created a process for business owners that is designed with the goal of creating financial independence and a sound retirement plan on their terms, manage their tax burden, and helps ensure their family is protected and receives the value they created in their business in the event of their passing and rewards their employees.

 


 

Women in Confidence

Women in Confidence provides a supportive community for educating, empowering and energizing women so that they may embark on the next chapter of their life journey with confidence.

Amy L. Colton, MBA, CDFA (Certified Divorce Financial Analyst) is Managing Director of Women in Confidence for Forefront Wealth Partners. The team at Forefront looks at life transitions through the eyes of women to determine how wealth management services can help deliver a lasting foundation for lifelong financial security and personal success.


 

Busy Professionals

Trying to manage your finances, finding time to plan for your future, coordinating various obligations, creating good habits to pursue their goal of long term success. When a busy professional confronts these major life issues they are faced with challenges as well as major planning opportunities.

At Forefront we have created a process to work with busy professionals to help ensure they havecreated good habits to ensure their long term success. We provide them with the systems to manage their finances and coordinate the important team of professionals they will need to build a solid long term plan.


Busy Professionals

Trying to manage your finances, finding time to plan for your future, coordinating various obligations, creating good habits to pursue their goal of long term success. When a busy professional confronts these major life issues they are faced with challenges as well as major planning opportunities.

At Forefront we have created a process to work with busy professionals to help ensure they havecreated good habits to ensure their long term success. We provide them with the systems to manage their finances and coordinate the important team of professionals they will need to build a solid long term plan.