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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
Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
Learn More
Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
Learn More
Historical Inflation

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.
Learn More
Retirement Plan Detectives

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.
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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