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Employee Benefits
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DirectionUp To The Task
Acting as a representative for qualified plan participants carries a high level of responsibility. Fortunately, working with the professionals at a firm like Forney Financial helps to mitigate the risk associated with this responsibility. Our process and experienced guidance will help you decide on the appropriate solution for your company.

The Retirement Advantage

Forney Financial takes pride in the way we look at retirement plans. We focus on the following details:

1. Fiduciary Support - We establish a fiduciary process with each and every one of our clients. John and Sherry Forney have earned the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. They have received formal training in investment fiduciary responsibility.

2. Participant Education - Plan participation and education is at the forefront of every successful plan. We conduct regular meetings with your employees and aid in the investment selection process.

3. Full Fee Disclosure - We believe that you should be aware of any and all fees associated with the administration of your plan. With Forney Financial at the helm, there will never be a mystery as to what fees you are paying.

FFS Retirement Plan Approach

401 Knowlege






Securities offered through
Raymond James Financial Services, Inc. Member FINRA/SIPC

                                                    Investment advisory services offered through Raymond James Financial Services Advisors, Inc.                                                            Forney Financial Solutions is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
3018 Pleasant Valley Boulevard, Altoona, PA 16602 | | 814-944-8474 or 888-9-FORNEY

Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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