Forney Financial

Exciting News!

Effective immediately I will be rebranding my practice at Waddell & Reed as Forney Financial. Please take comfort in knowing you will continue to work with me – and that I still am a Financial Advisor with and have the sound backing of Waddell & Reed. Little for you will change other than the company name you will see on correspondence, social media and my website!

It is truly a pleasure to work with you. Please don’t hesitate to call my office at 425-774-9053 if you have any questions regarding this change.

Meet the Team

Are you comfortable with the risk level of your portfolio? Don't know what your risk level is? We can help!

With the recent addition of Riskalyze to our set of tools we can compare how your portfolio is currently invested vs. how you would like to be invested.

Click on the link to get started with a Riskalyze questionnaire!

Your retirement is our business.

Whatever your ideal retirement looks like, we can help you prepare.

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Get financial benefits for you and your employees

Your business has unique needs, and we have the resources to support you, your business and your employees.

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, we can help you make a plan to pursue your goals.

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Services for your business

Your business has unique needs, and we have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

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Helpful content

We offer a full library of resources to help boost your retirement planning and financial knowledge.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

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What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

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View All Resources

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