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Investment Management

Purpose-Driven Portfolios

Purpose-Driven Portfolios

At Forthright Retirement Solutions, we believe your investments should do more than just grow—they should serve a specific purpose in your life. Located in the heart of Las Vegas, our team combines "old values" of integrity with "new ideas" in market strategy to build portfolios that reflect your unique goals.

We move beyond generic, cookie-cutter models. Instead, we dive deep into your risk tolerance and long-term aspirations to put your money to work effectively, bridging the gap between where you are today and where you want to be in retirement.

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"For 10 years I have had the pleasure of knowing both Ted & Julie.
They helped set my retirement plans in motion, both financially & medically.
I would recommend them for their knowledge & honesty."

Mel H.


"Ted has been my advisor for several years. He's always been honest & straightforward. You will not find a more honest & helpful advisor"

Tom C.


"Financial advice and Medicare advice is what I needed. Ted & Julie offer great service from a caring couple"

Lloyd A.


"Professional, knowledgeable & honest. They treat you like you are family & your investments as if it were their own. Everything I could ask for in an advisor"

Joyce V.

The Retirement Income Framework

A 5-step proprietary process that creates an income plan focused on protecting your savings from the four key retirement risks.

  • Determine Current Financial Status

    Audit: Collect current statements and retirement account documents.
    Calculate: Determine your "Protected Income Number" using our Lifestyle Worksheet.
    Discuss: Define your retirement needs during our 60-minute Exploratory Discussion.

  • Guaranteed Lifetime Income

    Explore: Identify the three core sources designed to protect your retirement income.
    Optimize: Use our Social Security Maximization Calculator to find your ideal filing age.
    Secure: Utilize fixed index annuities to ensure basic living expenses are covered for life.

  • Minimize Income Taxes

    Assess: Review your current tax liability and potential future exposure.
    Distribute: Explore tax-advantaged strategies to move money in the most efficient manner.
    Protect: Consider indexed universal life to supplement income and provide family protection.

  • Surplus Assets

    Strategize: Work with an advisor to explore investment options for your discretionary capital.
    Execute: Implement a market-based growth plan designed to enhance your overall wealth and legacy.

  • Annual Basis

    Affirm: Meet annually to ensure your plan still aligns with your evolving lifestyle goals.
    Analyze: Review your Retirement Income Review Report and Needs Assessment Checklist.
    Adjust: Proactively update your strategy to stay on track with market and life changes.

Resources

Learn More
Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Learn More
Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.
Learn More
Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Learn More
To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Learn More

Are you ready?
Take the
First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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