Products & Services


Your needs and individual goals are unique and so are your investment choices. We are

given the freedom to decide what investments are appropriate for you. At Forthright Financial Planning you can choose from:

  • Mutual Funds
  • Variable & Fixed Annuities
  • Life Insurance Products
  • Dozens of Retirement Plans
  • Common Stocks
  • Stock Options
  • Corporate Bonds
  • Municipal Bonds
  • Government Securities
  • Certificates of Deposit (CDs)
  • Disability Insurance
  • Long-term Care Insurance
  • Limited Partnerships
  • 1031 Exchanges
  • DPPs
  • REITs
  • Oil and Gas Limited Partnerships




                                                                             Financial Planning Services

  • Retirement Plan
  • 401k Planning
  • 403b Planning
  • Estate Plans
  • College Funding
  • Survivor Needs
  • Tax Managed Accounts
  • Accumulation Planning
  • Portfolio Analysis

                                                Wide Range of Brokerage Products and Services

  • Asset management accounts
  • Traditional brokerage accounts
  • A variety of fee-based brokerage accounts
  • Strategic asset allocation services
  • Special services for retired investors
  • Private credit lines (margin accounts)
  • Online account access
  • Money management
  • Simple IRA
  • Education IRA
  • IRA & Roth IRA


Other Services

Portfolio Review
We recommend that you schedule a review every year to help ensure that your investments remain on target with your goals.

Dollar Cost Averaging
DCA is a regular and disciplined investment program.

Investor Access
Conveniently access your Raymond James accounts

Receive e-mail notifications when account documents are available online instead of by mail.