Jeremy Forbis, CFP®, AIF®
CERTIFIED FINANCIAL PLANNER™ Professional
Jeremy Forbis is a founding member of AnchorPoint Financial, and has been serving clients as a financial advisor since 2001. He believes that effective planning is not an event, but rather a process which fosters the meaningful, long-term trusted advisor relationship with every client.
The focus of his wealth management practice is to help clients achieve their objectives, especially during times of transition. Investment management is a cornerstone of the comprehensive wealth management Jeremy provides to his clients. Objectives, risk tolerance, and time horizon for investments are clearly defined and determine the mix of solutions chosen for each client.
As an independent insurance agent, Jeremy can survey the marketplace for solutions to help protect the income, assets, and lifestyle of clients through the prudent use of life, health, disability, and long-term care insurance.
For corporate clients, Jeremy designs and manages employee benefits, retirement plans, and succession planning solutions.
Jeremy and his wife Abby enjoy spending time with their three children. He enjoys spending time outdoors, and is an avid hunter and fisherman. Jeremy pursues philanthropic endeavors, and regularly donates his time to local service organizations as well as to the Central United Methodist Church in Fayetteville, Arkansas, where he and his family are active members. Jeremy currently serves on the board for the Make-A-Wish Foundation of the Mid-South.
He is a member of the Financial Planning Association, and is a founding member of The Heritage Study Group, an organization which fosters an environment for professional development to a select group of advisors across the country.
Jeremy is a graduate of Texas A&M University, having earned a degree in marketing. He has also received an executive certificate in Financial Planning from Christian Brothers University. He is a CERTIFIED FINANCIAL PLANNER™ Professional, an Accredited Investment Fiduciary (AIF®), and holds his Life, Variable, Health, and Accident Insurance Licenses in many states.
Life and Variable Insurance Licenses – AR #5963505, MS, NC, TN, TX
FINRA General Securities Representative
Securities Licenses – AR, FL, MN, MS, NC, NV, TN, TX, UT
Insurance services not offered through or supervised by Capital Analysts or Lincoln Investment.
Fayetteville: 479-521-1811 | FAX: 866-860-8247 | Memphis: 901-830-3980