Welcome to Fordrix Advisors...founded by Scott Forgues, CFP® in Tucson, AZ as an investment management and financial planning firm, my focus is on individualized solutions to meet the needs, desires and concerns of my clients. As a major part of my process, I develop tailored strategies for your portfolio and your financial life. From diversification to asset allocation to insurance, my goal is to design a solution to meet your individual concerns and needs. In today's environment, financial planning can provide peace of mind and help define your financial goals.
Through my broker / dealer, KMS Financial Services, Inc., I offer mutual funds, stocks, bonds, ETFs, options, CDs, and money market investments in the account structure you need. Whether it be brokerage, Traditional and Roth IRAs, SEPs, SIMPLEs, 529s, or Health Savings Account (HSAs), the flexibility and wide range of investments available through KMS Financial Services, Inc. allows me to tailor solutions to each client. We also have relationships with individual mutual fund companies, annuity companies, and private wealth managers allowing the flexibility to select appropriate investments and keep expenses manageable.
Fordrix Advisors can help you develop a financial plan for a variety of goals. Your goal may be retirement in several years or right around the corner. You may also need to generate income from your portfolio while you are in retirement. Perhaps your concern is how your hard earned assets will be distributed in your estate. My goal is to custom tailor your financial plan to the goals that you have.
When creating a financial plan, I adhere to the six stages of financial planning recommended by the Certified Financial Planners Board of Standards, Inc. which are Establishing the Relationship, Gathering Data and Goals, Analyzing and Evaluating Financial Status, Developing and Presenting Planning Recommendations, Implementing, and Monitoring. I use this process to provide a consistent and understandable plan to my clients that they can use and evolve over many years to come.
Risk Management Strategies
With recent events in the markets, investors have become more aware of the concept of risk tolerance. Investors have learned that markets can move rapidly and that they need to be prepared not only with their portfolio but with their investing mindset to deal with the volatility of the markets. I construct portfolios with these concerns in mind, whether it be using time tested strategies such as asset allocation and diversification or the use of fixed or variable annuities and their insurance component. I will develop a strategy with your individual needs and concerns in mind while keeping you focused on your goals - short term or long term.
Choosing a financial advisor / planner is an important decision. You can find out more about Scott on the About page. You should also review FINRA's BrokerCheck regarding anyone you work with. You may reference my record by clicking the BrokerCheck box.
Of course, I also encourage potential clients to meet with me and find out if working together will be right for you. There is no charge for an initial consultation and I look forward to hearing from you. If you would like to learn more about working with Fordrix Advisors, call Scott at (520) 331-7268 or see the Contact page.