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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
Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
Learn More
Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Learn More
Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Learn More
Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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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