Investment Products & Services

At Forward Investment Services, we know that everyone’s financial path is different, and we’re here to help you navigate yours with confidence. From farmers and families in rural Wisconsin and Minnesota to local business owners, our team of financial advisors offer a range of investment products and services tailored to your specific needs. Whether you’re rolling over a 401(k) to keep your retirement savings on track, setting up a SIMPLE IRA to support your business and employees, or diversifying your portfolio with mutual funds and ETFs, we’ll help you create a plan for success. We also offer strategies to protect your family’s future with life and long-term care insurance, giving you peace of mind every step of the way.

Here’s a closer look at what we offer:

Retirement Plans

• Traditional and Roth IRAs: Benefit from tax-advantaged savings tailored to your preferences for tax-deferred or tax-free growth, helping you achieve your retirement goals with confidence.
• SEP and SIMPLE IRAs: Simplified Employee Pension (SEP) IRAs and Savings Incentive Match Plan for Employees (SIMPLE) IRAs are designed to help small business owners and their employees maximize savings through streamlined, tax-advantaged retirement plans.
• 529 College Savings Plans: Invest in your family’s future with 529 plans, providing tax-free growth and withdrawals for qualified education expenses.
• 403(b) & 401(k) Plans: Help secure your retirement with employer-sponsored 403(b) or 401(k) plans, offering tax-advantaged savings and investment options tailored to your retirement goals.
• 401(k) rollovers (retirement plan rollovers); If you’re changing jobs or retiring, our 401(k) rollover services make it easy to transition your retirement savings into an IRA or another qualified plan, helping you maintain tax advantages and continue growing your savings.

Investment Options

• Mutual funds and exchange-traded funds (ETFs): Diversify your portfolio with a mix of professionally managed mutual funds and ETFs. These options offer flexibility, professional management, and the potential for growth over time, tailored to your risk tolerance and financial goals.
• Fixed income instruments: Help secure your financial future with bonds and other fixed-income investments that provide regular interest payments and help balance your portfolio against market volatility.
• Annuities: Plan for a stable retirement with our range of annuity products, designed to provide a steady income stream for life. Our experts will help you choose a suitable annuity option for your long-term needs.
• Stocks: Invest in individual stocks or equity portfolios for the potential of higher returns. Our advisors can guide you in selecting growth-oriented or dividend-paying stocks that align with your objectives.
• Alternative Investments: Explore non-traditional options like real estate investment trusts (REITs), commodities, or private equity to further diversify your portfolio and tap into unique growth opportunities.

Insurance Strategies

• Life insurance (term & permanent): Protect your loved ones with term or permanent life insurance. Whether you need coverage for a specific period or a policy that lasts a lifetime, our professionals will guide you to the right choice.
• Long-term care insurance: Plan for the unexpected with long-term care insurance. This coverage helps protect your assets and provides peace of mind knowing you’ll have support for future healthcare needs.

At Forward Investment Services, we’re more than just a financial partner—we’re your neighbors. We’re committed to understanding what truly matters to you and providing the friendly, personalized guidance you deserve. Whether your focus is on growing your investments, planning for a comfortable retirement, or securing your family’s future, we tailor our wide range of services to meet your unique needs.

You can trust us to:

• Keep your best interests at the forefront
• Provide clear explanations of products and strategies
• Regularly review your progress to ensure you’re on track

Plus, we offer financial planning services at no cost or obligation, so you can explore your options with confidence. At Forward, you’re not just another account; you’re part of a community we’re proud to serve. Let’s work together to build the financial future you envision.