Protect What You've Built.
Reginald Forbes
Founder & Principal Advisor
About
Building Financial Security Through Education and Service
"Our mission is simple: help people protect their income, preserve their wealth, and create a financial legacy for future generations. Through education, integrity, and proven financial strategies, we help our clients make confident decisions about their future."
Reginald Forbes founded Forbes Financial Services & Benefits with a vision of helping families and business owners gain access to financial strategies often reserved for the wealthy.
His passion is educating individuals on how to protect their income, preserve their assets, and create lasting financial legacies.
Today, Forbes Financial Services & Benefits serves clients nationwide through personalized guidance, innovative financial solutions, and a commitment to excellence.
Our Vision
To educate, empower, and equip individuals and businesses with financial solutions that provide confidence, protection, and long-term security.
Our Mission
To become one of America's most trusted financial services organizations — known for transforming complexity into clarity for every client we serve.
Core Values
The principles that guide every decision
01
Integrity
We do what's right always.
02
Service
Clients come first, always.
03
Education
Empower through knowledge.
04
Excellence
Highest standards in work.
05
Leadership
We lead by example.
06
Stewardship
Protecting your wealth.
Why Clients Choose Forbes Financial Services
Family Protection Solutions
Safe Money Strategies
Retirement Income Strategies
Legacy & Estate Planning
Tax-Advantaged Wealth Accumulation
Licensed Professionals
Business Protection Planning
Personalized Financial Guidance
Business Owners
Protect your business, employees, and succession plans.
Pre-Retirees & Retirees
Protect assets and create reliable income streams.
Empowering Professionals
Build supplemental retirement income and long-term wealth.
Families
Protect loved ones from life's unexpected events.
Financial Solutions Designed For:
OUR CORE SERVICES
Life Insurance Protection
Protect your family's future with customized solutions.
• Term Life Insurance
• Whole Life Insurance
• Indexed Universal Life (IUL)
• Final Expense Protection
• Mortgage Protection
Retirement Planning
Create future income while minimizing unnecessary risk.
• Retirement Income Planning
• Fixed Indexed Annuities
• Tax-Free Retirement Strategies
• Wealth Preservation
• Income Protection
Business Solutions
Protect what you've worked hard to build.
• Key Person Insurance
• Buy-Sell Agreements
• Executive Bonus Plans
• Business Continuation Planning
• Employee Benefits
Legacy Planning
Legacy Planning
Create a financial legacy that lasts generations.
• Wealth Transfer Strategies
• Estate Conservation
• Beneficiary Planning
• Charitable Giving Strategies
Principal Protection
Strategies designed to help shield your original contributions from market downturns.
Market Participation Opportunities
Approaches that may allow for growth potential linked to market performance.
Safe Money Strategies
Many Americans unknowingly risk their retirement savings in volatile markets.
At Forbes Financial Services & Benefits, we educate clients on strategies that can provide:
Guaranteed Income Options
Plan for retirement income that can be structured to last as long as you need it.
Tax Advantages
Explore tax-deferred or tax-efficient ways to grow and access your savings.
Protection Against Major Market Losses
Education on tools built to help guard your savings against significant downturns.
Client Success Stories
"Reginald and his team helped us create a retirement strategy we actually understood."
"They explained everything clearly and helped protect our family."
"The process was simple, professional, and educational."
Real families. Real results. Hear how our team helped them move from uncertainty to confidence in their retirement plan.
Why Forbes Financial Services
Our Difference
Education First
No pressure. No confusing jargon.
Long-Term Relationships
We serve clients for life.
Personalized Strategies
Every client receives a customized plan.
Integrity Always
Doing what's right remains our highest priority.