ForeC Financial

ForeC Financial, LLC is a financial services firm dedicated to helping our clients build and protect wealth. We offer a wide range of financial solutions and services to individuals and business owners. By providing our clients with sound financial information and guidance, we believe they will be better able to identify their goals and make sound decisions to help attain them.

As an independent firm, our loyalty belongs exclusively to our clients. This independence allows me to work with a myriad of industry-leading money management firms, trust companies and insurance providers whose products I leverage to create customized client portfolios. I recommend only those products and services that suit my clients' unique needs.

Securities offered through Avantax Investment Services^SM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services^SM, Insurance services offered through Avantax Insurance Agency^SM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. For further information please visit www.avantaxwealthmanagement.com

Client Centered

Without any conflicts of interest we put your needs first.

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Ongoing Process

We are always there to guide you and make necessary changes to your strategy as years go by.

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Helpful Content

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

View all articles

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

View all calculators

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

View all videos

Articles

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

View all articles

Calculators

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

View all calculators

Presentations

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations

Videos

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

View all videos