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. Our portfolios are tailored to our clients' needs and risk tolerance for all stages of life. 

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.

Proud to work with a nationally recognized teammate

At The Foran Group, we are very proud that Financial Advisor Lou Foran has received the Forbes Best-In-State Wealth Advisor award in 2022, 2023 and 2025. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations Lou!

Learn more about RBC WealthPlan

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2025.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2025
Fair Market Value Statement January 31 2025
1099 Tax Information Summary February 18, 2025
Income Summary (FYI Statement) February 28, 2025
REMIC Tax Information Summary March 15, 2025
1042-S April 1, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 1)
On or about March 15, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 2)
On or about April 5, 2025
5498 June 1, 2025
Revised 1099 Tax Information Summary
(tax years 2021 – 2024)
Monthly, beginning May 2025

Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

Meet the team

Learn more about The Foran Group.

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.

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