ABOUT ME
Hi. I’m Jeffrey A. Forrest, a “Financial Advisor” in San Luis Obispo, California, and 17 years ago something really bad happened.
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I lost 38 million dollars of my client’s money, and what I’m going to share with you here could keep you from losing all of your hard-earned money as well.
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First of all, let’s talk about the term “Financial Advisor." I don’t like it. And here’s why...
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What Jeff's clients have to say:
Our
Locations
Our Headquarters is located in San Luis Obispo, CA. Our Second Headquarters is located in Boulder, CO and is run by Jeff's Business Partner and daughter, Summer Forrest. Summer and Jeff also work closely with Estate Planning Attorneys (EPAs) in Oklahoma, Texas, and New Jersey and are quickly expanding into more states with EPAs as the demand for true holistic planning is high and rare. Summer and Jeff teach their EPAs how to protect their clients' families and preserve their clients' wealth beyond what Estate Planning alone can do.