How Forward Financial Group Gets Paid
At Forward Financial Group, we believe financial guidance should be accessible and aligned with your best interests — that’s why we don’t charge our clients a fee for our services.
Instead, we’ve structured our business so that our compensation comes from referral fees paid by vendors, not from you. Here’s how it works:
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When we help you review your current financial situation, we look for opportunities where you could save money or receive greater benefits by switching to different providers.
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If we identify a better option and you choose to explore it, we’ll introduce you to a trusted vendor or professional who can provide that service.
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If you decide to move forward with that vendor, they pay us a referral fee for connecting them with you. This fee allows us to continue offering our planning and guidance at no cost to you.
We only make referrals when it’s in your best interest, meaning when the alternative offers equal or better quality at a lower cost or higher value. You’re always in control, and nothing changes unless you decide to take action.
Even if you don’t end up working with one of our recommended vendors, many of our clients refer friends, family, or colleagues who do. That’s part of the way we expand our reach. We grow by serving people well and earning their trust. We know that if we serve enough people with integrity and care, our needs will be provided.
So, if someone asks, “How does Forward Financial Group make money?” the answer is simple: we earn referral fees from vendors when our clients, or those they refer, choose to make a change that benefits them. That way, our services remain free to you, and our incentives stay aligned with your financial success.