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.

Latest Insights

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The Fed’s “insurance” cuts look set to pay off

Dec 13, 2019 | Thomas Garretson, CFA

The Fed thinks its rate cuts will reduce economic uncertainty and a phase one trade deal appears at hand. Will either shift the investing landscape?

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Latest Insights

bride and groom holding hands on wedding day

Plan your children’s destination wedding without derailing your retirement plans

Dec 10, 2019 | RBC Wealth Management

Luxury destination weddings can create lasting memories, but they also present special challenges for planning, especially when it comes to finances.

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Latest Insights

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Five strategies for taking your required minimum distributions

Dec 10, 2019 | RBC Wealth Management

Here are five strategies to help high-net-worth individuals navigate required minimum distributions and protect their financial legacy.

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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.

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

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Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.