Forbes Financial Group

Forbes Financial Group is a financial planner in Carbondale, IL, offering retirement plan consulting and wealth management services. The firm specializes in 401(k) and 403(b) plan design, fiduciary responsibility support, workplace financial wellness programs, and personalized financial planning through its affiliated entity, WELLth Advisory Services. It serves individuals, employees, and organizations seeking comprehensive retirement and financial well-being solutions. The firm operates as part of Strategic Retirement Partners, a nationally recognized independent firm with over 130 professionals across 36 offices. While the business has no public rating or reviews, it emphasizes a client-centered approach focused on long-term financial outcomes and employee financial confidence.

Strategic Retirement Partners, the parent organization of Forbes Financial Group, was founded in 2015 and operates as a SEC-registered RIA. The firm provides retirement plan consulting, executive benefits planning, and holistic financial guidance designed around individual and organizational goals. It offers services including plan design, investment selection, employee education, and fiduciary support. The firm’s approach emphasizes clarity, execution, and accountability, with a focus on helping clients achieve better retirement outcomes through personalized strategies and accessible tools. It supports clients through webinars, podcasts, email challenges, and one-on-one consultations, aiming to transform financial habits and empower individuals with control over their financial futures.

The business is located on N Giant City Rd in Carbondale, IL. No nearby landmarks are listed.