Forney Financial takes pride in the way we look at retirement plans. We focus on the following details:


1. Fiduciary Support - We establish a fiduciary process with each and every one of our clients. John and Sherry Forney have earned the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. They have received formal training in investment fiduciary responsibility.

2. Participant Education - Plan participation and education is at the forefront of every successful plan. We conduct regular meetings with your employees and aid in the fund selection process.

3. Full Fee Disclosure - We believe that you should be aware of any and all fees associated with the administration of your plan. With Forney Financial at the helm, there will never be a mystery as to what fees you are paying.