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Planning for your Buesiness

Employee Benefits


Building and operating a business is not an easy task. When concerned about the daily operations of your business, little time remains for essential planning that could get overlooked.


No matter what stage of business your company is in - whether you're still growing or making plans to sell it - we can devise a plan designed to meet your goals for the continuation of your business. When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death? Should you transfer your ownership interest to family members, co-owners, employees, or an outside party? The key is to pick the best plan for your circumstances and objectives.


With over thirty years in working with business owners, the staff at Forney Financial can help guide you where you want to go and help ensure that your legacy will continue for generations to follow.


The above services are offered through Forney Financial Solutions,LLC, an independent pratice.


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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