Forney Financial

We have moved!

Our office location has recently changed! You will now be able to find us at 19401 40th Avenue West, Lynnwood, WA 98036. While our permanent space (suite 460) is built out, we will be located on the first floor in suite 100. If you would like to send mail to us, please use suite 460 in the address.

Our phone number, fax number, and email will remain the same so if you need to contact us, please reach out!

As always, our goal is to make your experience the best it can be, if you have any questions, don't hesitate to ask!

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

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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No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

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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.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Estate Planning for Future Generations

If your family is like many, talking about money is taboo. Don’t let that be the reason your legacy doesn't last.

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