Forward Advisors, LLC to Offer a Unique, Holistic Approach to Financial Advisory Services

HENDERSON, NV – Susan D. Marshall, CLU?, ChFC?, is excited to announce the formation of Forward Advisors, LLC, an advisory firm that is redefining how financial advisors work with business owners and high net worth individuals. Forward Advisors’ approach, which is based on collaboration among a broad team of professionals, comprehensively addresses the client’s financial and business needs and creates an easy and seamless client experience.?

Forward Advisors’ strategic financial planning services extend across five crucial areas: Wealth Management, Tax Planning, Risk Management, Legal Services and Business Advisory. The firm’s elite team of advisors and affiliates include specialists and sub-specialists within these five areas.

“By working with Forward Advisors,” explains Susan D. Marshall, the firm’s Owner, “clients get much more than ‘just’ an experienced Financial Advisor. They also get access to an entire Virtual Family Office composed of a ‘best of the best’ group of dozens of experts, with their Financial Advisor handling the coordination between these professionals. We work hand-in-hand with CPAs, tax experts, attorneys and specialists to create and implement a cohesive, client-centric financial strategy. It’s a holistic and very proactive team-based model designed to help our clients achieve even greater success.”

Forward Advisors’ investment advisory services are offered through Nautical Star Financial Group, LLC, an investment advisory firm registered in the State of Texas. Nautical Star Financial Group specializes in working with entrepreneurs, multi-generational business owners and highly compensated professionals to plan, coordinate and implement individualized wealth planning solutions through strategic investment strategies and advice.

To learn more about Forward Advisors, LLC, visit www.ForwardAdvisorsLLC.com.