Investment Products & Services

At Forward Investment Services, we know that everyone’s financial path is different, and we’re here to help you navigate yours with confidence. From farmers and families in rural Wisconsin and Minnesota to local business owners, our team of financial advisors offer a range of investment products and services tailored to your specific needs. Whether you’re looking to build an investment portfolio with mutual funds and ETFs, plan for retirement with annuities and 403(b) plans, or protect your family’s future with life and long-term care insurance, we’re here to help.

Here’s a closer look at what we offer:

Investment Options

• Mutual funds and exchange-traded funds (ETFs): Diversify your portfolio with a mix of professionally managed mutual funds and ETFs. These options offer flexibility, professional management, and the potential for growth over time, tailored to your risk tolerance and financial goals.
• Fixed income instruments: Secure your financial future with bonds and other fixed-income investments that provide regular interest payments and help balance your portfolio against market volatility.
• Annuities: Plan for a stable retirement with our range of annuity products, designed to provide a steady income stream for life. Our experts will help you choose the best annuity option for your long-term needs.

Retirement Planning

403(b) and 529 plans: Secure your retirement and your family’s future with our 403(b) retirement plans and 529 college savings plans. These tax-advantaged accounts are designed to help you save for long-term goals with flexibility and growth potential.

Insurance Solutions

• Life insurance (term & permanent): Protect your loved ones with term or permanent life insurance. Whether you need coverage for a specific period or a policy that lasts a lifetime, our professionals will guide you to the right choice.
• Long-term care insurance: Plan for the unexpected with long-term care insurance. This coverage helps protect your assets and provides peace of mind knowing you’ll have support for future healthcare needs.

Moving Your Future Forward

At Forward Investment Services, we’re more than just a financial partner—we’re your neighbors, committed to understanding what truly matters to you. Whether you’re focused on growing your investments, planning for a comfortable retirement, or securing your family’s future, you deserve a team that offers friendly, personalized investment guidance every step of the way. Our clients in Wisconsin and Minnesota choose Forward because they know we listen, we care, and we tailor our wide range of investment products and services to meet their unique needs. Plus, we offer financial planning services at no cost or obligation, so you can explore your options with confidence.

At Forward, you’re not just another account; you’re part of a community we’re proud to serve. Let’s work together to build the financial future you envision.