Basic Details

Forest Financial Planning
Alex Hadjisophocleous


115 Bank Street, Suite 23

About Business

Business Summary

A fee-only financial planner with over a decade of education and experience in the finance industry.

Business Description

At Forest Financial Planning, we equip you with a tailored financial plan according to your financial situation, goals and risk tolerance.

Our goal is to empower you with the knowledge to implement our actionable recommendations with confidence. Our compensation is as transparent as can be. Our only source of revenue is based on the hours we spend on your financial plan. The fee-only financial advisor is remarkably fiduciary and takes in no commission. They get paid as per the portfolio of the client and how well the investment is performing. They cater to the best needs of a client and have no conflicts of opinion.

Forest Financial Planning

Investments are the hope for a better and prosperous future. They ensure increment, stability, and efficiency in finance in a person's life. The need to manage investment is, therefore, essential. The investment advisor helps a person to carefully invest their economic assets in the best and the most reliable way possible. Retirement planning refers to systematically saving money and assets so that you can use them once you retire. Though this may sound simple, it can lead to many questions - how much do you need to save? In what form?

Does retirement saving mean you cannot splurge in your younger days? Questions like these can be answered effectively by a retirement financial planner.

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Corporate Business Video

Products / Services


Fee-Only Financial Planning, Financial Planning, Financial Advice

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