Forward Financial Group

Forward Financial Group Our mission is to move you forward with investment strategies and personalized financial planning. Securities offered through LPL Financial, Member FINRA/SIPC.

www.finra.org and www.sipc.org Investment Advice offered through Independent Advisor Alliance, LLC, a registered investment advisor. Independent Advisor Alliance, LLC and Forward Financial Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit forwardfg.com

📣 FREE Seminar hosted by our Advisor, Max Flanagan!Join us to learn about “How Tax Planning Changes Through the Four Sta...
05/26/2026

📣 FREE Seminar hosted by our Advisor, Max Flanagan!
Join us to learn about “How Tax Planning Changes Through the Four Stages of Retirement.”

🗓 Date: June 24
⏰ Time: 4:30 PM – 5:30 PM
📍 Location: Olson Memorial Library
203 N Main St, Eagle River, WI

Don’t miss this opportunity!

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice for our country. 🇺🇸As w...
05/22/2026

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice for our country. 🇺🇸

As we spend time with family and friends this holiday weekend, we reflect with gratitude on the freedoms we enjoy because of their service and dedication.

In observance of the holiday, our office will be closed on Monday, May 25th.

From all of us at Forward Financial Group, we wish you a safe and meaningful Memorial Day.

Our very own, Max Flanagan, is featured in the June issue of Lake Country Living Magazine!If you would like to learn mor...
05/18/2026

Our very own, Max Flanagan, is featured in the June issue of Lake Country Living Magazine!

If you would like to learn more about the services we offer at FFG, please contact our office ☎️262-444-5401. Our team is always happy to assist you.

Who’s ready for some football?! 🏈💚💛 The Green Bay Packers schedule has been officially released and we’re already lookin...
05/15/2026

Who’s ready for some football?! 🏈💚💛 The Green Bay Packers schedule has been officially released and we’re already looking forward to another season!

Check out the full schedule here: https://www.packers.com/schedule/2026/

Happy Mother’s Day to two truly exceptional women on our FFG team — Jana and Denise! 🌷Today, we celebrate not only the i...
05/11/2026

Happy Mother’s Day to two truly exceptional women on our FFG team — Jana and Denise! 🌷

Today, we celebrate not only the incredible mothers they are at home, but also the care, dedication, patience, and compassion they bring to our office every single day. Their commitment to our clients and support for our team make a lasting impact that never goes unnoticed.
Jana and Denise consistently go above and beyond, balancing the demands of motherhood with professionalism, kindness, and leadership. We are grateful for everything they do and proud to have them as such an important part of our office family.

Please join us in wishing Jana and Denise a very Happy Mother’s Day! 💐

Happy 5-Year Work Anniversary, Tim & Kevin! 🎉Thank you both for your dedication, hard work, and the positive impact you’...
05/04/2026

Happy 5-Year Work Anniversary, Tim & Kevin! 🎉

Thank you both for your dedication, hard work, and the positive impact you’ve made over the past five years. We’re grateful to have you on the team and look forward to many more milestones together!

🐾 National Adopt a Shelter Pet Day 🐾Each year on April 30th, National Adopt a Shelter Pet Day raises awareness for the t...
04/30/2026

🐾 National Adopt a Shelter Pet Day 🐾

Each year on April 30th, National Adopt a Shelter Pet Day raises awareness for the thousands of animals waiting for loving homes. ❤️

Here at our office, we’re proud to have a team full of shelter pet parents:
🐶 Nick has two dogs, Cabo and Luna, adopted from a shelter in Kentucky
🐱 Max has a cat, Zoe, from Winnebago County Animal Shelter
🐶 Greg has two dogs, Bud from Lucky Mutts and Roo from Brown Paws
🐱 Dee has a cat, Cocoa, from Waukesha Humane Society

These pets bring so much joy into our lives, and they’re a great reminder of the impact adoption can make.

📸 We’d love to see your furry friends—share photos of your shelter pets in the comments below!

🐾

📣 **Reminder, FREE Seminar this Wednesday, April 29th. Hosted by our Advisor, Max Flanagan in Eagle River, WI.Join us to...
04/27/2026

📣 **Reminder, FREE Seminar this Wednesday, April 29th. Hosted by our Advisor, Max Flanagan in Eagle River, WI.

Join us to learn about “How Tax Planning Changes Through the Four Stages of Retirement.”

🗓 Date: April 29
⏰ Time: 4:30 PM – 5:30 PM
📍 Location: Olson Memorial Library
203 N Main St, Eagle River, WI

📣 FREE Seminar hosted by our Advisor, Max Flanagan!

Join us to learn about “How Tax Planning Changes Through the Four Stages of Retirement.”

🗓 Date: April 29
⏰ Time: 4:30 PM – 5:30 PM
📍 Location: Olson Memorial Library
203 N Main St, Eagle River, WI

Don’t miss this opportunity!

Enjoying a nice lunch together here at FFG in celebration of National Administrative Professionals’ Day!Also known as Ad...
04/22/2026

Enjoying a nice lunch together here at FFG in celebration of National Administrative Professionals’ Day!

Also known as Admin Day, this day recognizes the individuals who help keep offices running smoothly each and every day. From administrative assistants to receptionists and support staff, their organization, dedication, and attention to detail are essential to any successful business.

Today, we celebrate Jana & Dee and thank all administrative professionals for the important role they play in keeping everything on track!

Address

Sussex, WI
53089

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Alerts

Be the first to know and let us send you an email when Forward Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share