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Stephen E. Forrest, MBA, CPA/PFS, CFP®

Forrest Financial Services

6611 University Ave
Ste 201
Des Moines, IA 50324
Phone: (515) 277-3495
Fax: (515) 277-3538

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Budget & Debt Management
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Business Taxes
  • Estate Planning
  • Corporate Finance
  • Investment Management
  • Limited Partnerships
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Irregular Income
  • Getting Married
  • Insurance
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Startup
  • Long-term Care
  • Sudden Wealth
  • Men's Finances
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.