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Learn about our financial solutions

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It’s more important than ever to have the knowledge and confidence to make daily and long-term financial decisions. But in a recent financial literacy quiz, most Americans could answer only two of five questions correctly1. What’s more, 71% of Americans worry about their finances2 and 32% of Americans aren’t saving for retirement at all3.

At Foresters Financial, we have a wide range of solutions, tools and strategies that can help. Our financial representatives will help you determine what’s best for your family - and will connect with you at your convenience. 

We deliver financial solutions for today’s complex and ever-changing economic landscape. Our goal is to build solid relationships and long-term value to help you grow, protect and enjoy what you have—by making sure your financial strategies work as hard as you do.

1 FINRA Investor Education Foundation
NFCC: The 2014 Consumer Financial Literacy Survey: Harris Poll on behalf of the National Foundation for Credit Counseling
The 2014 Consumer Financial Literacy Survey: Harris Poll on behalf of the National Foundation for Credit Counseling

All investing involves risk, including the possible loss of principal. 

Planning for retirement

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In previous decades, American workers could enjoy a comfortable retirement paid for primarily by private pension plans and Social Security benefits. But today, Social Security is uncertain, private pensions are dwindling and life expectancies are increasing. Americans are more responsible than ever before for planning their own retirement, yet almost a third admit they are not saving anything at all for retirement1.

Even if retirement is decades away, it’s important to have a plan that provides for today's expenses while also recognizing the needs of tomorrow. Investing a small amount each month for retirement can make a big difference. 

Regardless of where you are in life, we have representatives who can work with you to assess your current situation and help you set your retirement goals.

 

Bankrate Financial Security Index, August 2014

All investing involves risk, including the possible loss of principal. 

Neither Foresters Financial nor its affiliates provide legal, tax or estate planning services. Should you require such services, you should consult a legal, tax or estate planning professional.



Planning for life’s events

smiling female college graduate wearing graduation cap and gown

Many people struggle with saving money. In fact, 43% of Americans are concerned that they don’t have enough saved for emergencies and 27% have no savings at all1. Some of us save for the first time when we’re planning for a major milestone like getting married or buying our first home.

No matter what you're saving for—owning a home, sending a child to college, or investing for your retirement — Foresters FinancialTM representatives can help you develop a plan that meets your immediate needs and also helps you build towards your future goals.

 

1 Bankrate June 2013 Financial Security Index

All investing involves risk, including the possible loss of principal. 

Help protect your family

woman and man giving children piggy back rides in grassy field

You love your family and you want to protect them but it’s important to prepare for the unexpected. In the event of your death, life insurance can provide relief to cover burial expenses and estate costs. Moreover, it may bring comfort for the near and distant future by using the proceeds to cover your mortgage and other monthly expenses as well as your children’s education.

When asked why they don’t have life insurance, many people say that they can’t afford it. But a recent study found that consumers overestimate the cost of life insurance by as much as three times1. At Foresters FinancialTM, we have life insurance options designed to fit all families and our representatives can work with you to assess your personal situation and recommend products that best meet your needs.

12014 LIMRA Insurance Barometer Study

All investing involve risk, including the possible loss of principal. 

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