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Health Insurance      |     Retirement Plans    |    Voluntary Benefits     |       Business Planning    

The Staff of Forney Financial aims to provide a new direction on the way you look at your employee benefits, combining our experience  with a customized approach to each client. The result of this foresight is a well managed approach that helps combat rising benefit costs.

Our clients experience service that is anything but ordinary. Some distinct benefits of working with Forney Financial include:

1. A Client-Focused Approach - A cookie-cutter benefits plan doesn't serve your business. We strive to learn about your company and your needs long before we begin to think about a tailored solution.

2. We're There Year-Round - We realize that benefits need attention on a 12-month basis, not just at enrollment time. Our clients receive regular contact in regards to compliance, claims issues and due diligence.

3. Unsurpassed Expertise - Even the best HR managers can't keep up-to-date with the constant changes in the benefits landscape. We take it upon ourselves to be at the forefront of these changes and help you make sense of them.

4. We're Outcome Based - Simply put, the solutions we present must be economical for your company. With increasing pressure placed upon you to stretch your benefit dollars, we will always look to provide the most competitive solution available.

FFS Benefits

We offer a wide range of employee benefits, including:

  • Innovative Health Insurance Plan Designs*, including HRA*, HSA*, and Self Insured Plans*
  • Profit Sharing & 401(K) Plans
  • Group Term-Life*
  • Group Short & Long-Term Disability*
  • Dental & Vision*
  • Long-Term Care*
  • Section 125 Plans* (All Types)
  • Voluntary benefits* including accident/sickness*, cancer/critical illness*, and mini medical*
  • 457 & 403(b) Plans
  • Employer sponsored 529 Plans
  • Simple and SEP IRAs
  • Roth IRAs
  *Services are not provided through Raymond James Financial Services


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 | info@forneyfs.com | 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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