Reasons Why  Retirees Turn to Angeli Forster

FOCUS ON THE INDIVIDUAL

Angeli Forster is known for her focus in providing retirement services for individual investors.

REPUTATION

 Angeli Forster is known for her hands on approach to investing.

 Her one-on-one approach can help you make appropriate decisions.

EXPERIENCE

- Angeli Forster used to be a financial planner and financial analyst for SDG&E. Prior to that she was an accountant. She holds an MBA in Finance and a BS in Finance.

- See her "Career Resume" for more detail.

RETIREMENT SERVICES

- Professional Retirement Planning Program

- Lump Sum Distribution and IRA Rollover Analysis

- Portfolio Management Programs

- Risk Management Programs

- Wealth Preservation Planning

INVESTMENT EDUCATIONAL WORKSHOPS

- We offer ongoing investment and retirement workshops.  Our workshops give an in-depth look at how to make important financial decisions in addition to providing you with information about certain investments.
- See  the "Calendar of Events" for more info.

RETIREMENT ACCOUNTS

Use the IRA to explore different conservative, income and growth portfolios.  Our IRAs include checkwriting, automatic distributions, on-line services, and more.


INDUSTRY RECOGNITION

 Recognized by Registered Rep Magazine for professional achievements in their May 2002 edition. 
For a FREE consultation, please call Angeli Forster at

858-654-1024 or on her mobile at 619-997-2601