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Age-Old Values That Stand the Test of Time
Welcome, we are Forest Hills Financial Group, an independent wealth and risk management firm working toward your goals. Since 1980, we have been helping individuals like you plan and pursue their financial objectives, and always strive to create strategies aligned with their needs.
Headquartered in Forest Hills, Manhattan and Melville, New York, we understand that individuals and businesses face unique and different challenges that change over time. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, business planning, college savings, or estate strategy, our personalized service focuses on your financial goals and objectives.
We value the relationship with our clients above all else and we endeavor to provide the best quality products and service through a staff of highly trained professionals. We look forward to working with you through all stages of your life. Contact us today to learn more about how working with the FHFG family can help you succeed.
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Helpful Content
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Starting Out: Reconciling Debt and Opportunity for Young Adu
“Wherever you go, there you are” is a classic reminder to live consciously and fully in each moment. In terms of financial confidence and well-being for young adults, that advice makes excellent sense as well.
Money Matters: Why it Pays to be Financially Responsible
Responsible money management is often a foreign concept to teens that is complicated and confusing. Yet, if they learn how to save and be financially responsible early, they can protect themselves in the future.
How to Spend Smart to Improve Cash Flow
Congratulations — your business is profitable! Have you considered how much of those profits to reinvest in your business?
Financial Fixes: Get Out of the Minimum Payment Vortex
Find out how to pay off your credit cards and protect your paycheck so you can live more confidently.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Essential Steps to Avoid and Recover From Identity Theft
Identity theft is becoming more common every day. Here’s what to do if it happens to you.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Don’t Myth Out on Whole Life
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Student Loan Protection
Learn why protecting your student loan payments is an important aspect of your income protection strategy.