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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
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
How Income Taxes Work
A quick look at how federal income taxes work.
Asset and Account Consolidation for Your Estate
Investment account consolidation is important to consider for estate planning.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Ask a Financial Professional: Couples & Money
If it were easy to talk about money, everyone would do it. But in reality, conversations about finances are tough for...
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Student Loan Protection
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Don’t Myth Out on Whole Life
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.