Forbes Financial Planning, Inc.
Forbes Financial Planning, Inc. is a registered investment adviser based in East Greenwich, Rhode Island. Founded in or before 2020, the firm offers comprehensive financial planning and investment advisory services for individuals, including high-net-worth clients. With 3 employees, they focus on helping clients achieve personal financial goals and maximizing resources for retirement, education, tax planning, and protection against unforeseen events. Their client base is nearly entirely individual investors, both standard and high net worth.
Investment Strategy
Forbes Financial Planning, Inc. employs a personalized financial planning process that integrates budgeting, retirement projection, purposeful investing, and tax minimization. The firm prioritizes retirement, education, and general savings, while also focusing on protecting families from unforeseen risks. Their investment approach is centered on achieving individual clients' financial objectives through diversified portfolio management, with an emphasis on holistic financial health and long-term planning.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FBND | FIDELITY MERRIMACK STR TR | 9.74% | $14.4M | 315,286 | $45.47 | $45.75 | +$9.1M |
I IVV | ISHARES TR | 8.98% | $13.3M | 21,408 | $522.98 | $620.90 | +$5.5M |
V VCSH | VANGUARD SCOTTSDALE FDS | 8.91% | $13.2M | 165,886 | $77.45 | $79.50 | +$6.3M |
V VTI | VANGUARD INDEX FDS | 5.98% | $8.9M | 29,135 | $210.37 | $303.93 | +$499.8K |
V VBR | VANGUARD INDEX FDS | 5.87% | $8.7M | 44,574 | $181.99 | $195.01 | -$131.6K |