Your success comes first 


Welcome to The Foran Group

Helping you plan for a comfortable retirement


Our team’s approach to retirement planning addresses retirement goals of wealth accumulation, investment planning, income planning and longevity planning.

Longevity Planning

At age 65 the average life expectancy is 84 for men and 86 for women. Since you may spend 30 or more years in retirement your retirement plan needs to be designed for the long-term.

Regardless of where you are in the planning process, the Foran Group can guide you through all the stages of your retirement and address the important issues that will allow you to live an uncompromised lifestyle in retirement.

SECURE Act: Possible changes to your retirement planning strategy

The Setting Every Community up for Retirement Enhancement (SECURE) Act changes may affect your plans for retirement. The primary goals of the SECURE Act are to expand retirement savings, preserve retirement income, simplify existing rules and improve qualified retirement plan administration. Contact us if you have questions about your plans for retirement and the SECURE Act changes.

Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

Take the next step with The Foran Group

If your current life or financial situation has changed, or if you simply have a financial question, feel free to contact us.

Latest Insights

Coronavirus contagion: Implications for the economy and stock market

Volatility has spiked as the coronavirus outbreak expands outside of China. We look at the potential economic impact and the risks to U.S. equities.

Read more

Bulletin Board

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.