Forward Together Wealth Planning

04/29/2025

We are proud to share an important milestone - congratulations Chris for attaining your Series 7 securities license! This accomplishment reflects your dedication and determination towards expanding your client-serving capabilities. Please join us in congratulating and celebrating our Chris Ladika.

02/20/2025

The job market has seen a slowdown in the past year. If you’re concerned about the possibility of layoffs or a temporary loss of income, let’s connect.

Don’t let job loss disrupt progress toward your financial goals.

07/23/2024

We are very pleased to share that Christopher Ladika has joined our team as a Financial Planning Specialist. Chris originally hails from Pennsylvania, and he looks forward to helping meet the needs of our clients and applying his experience in different leadership positions in other fields into the fulfillment of this new role. His adaptability, critical thinking and strong communication skills are paralleled by his interest in camping, exercising (calisthenics and running), and personal development. Welcome aboard Chris!

04/10/2024

Join us in celebrating Joe Hemsley, who has been named to the 2024 Forbes Best-in-State Wealth Advisors list! Joe, your passion for understanding our clients’ financial goals and values, and for helping them succeed is second to none. We’re so grateful to work with you every day and we know our wonderful clients feel the same.

https://bit.ly/3vDW695

01/26/2024

If this is Joe's new hobby, it's a good thing Adam and the rest of us are around!

01/23/2024

Markets cool off. Markets heat up. Plan for all temperatures. P.S. Our new tumblers have arrived.

12/19/2023

Please join us in congratulating our very own Steven Scott who has been a part of our team for 3 years and will now be taking on the additional responsibilities and new role of Associate Financial Advisor with Forward Together Wealth Planning. We are also happy to announce that Steven has successfully earned his Accredited Portfolio Management Advisor (APMA®️) designation, awarded to those with deep knowledge of portfolio creation and asset allocation. We are looking forward to his assumption of this new role within our practice and can’t wait to see what he accomplishes!

11/14/2023

Once again Joe had the pleasure of being interviewed on consumer advocate Shirley Rooker’s radio show/podcast, this time discussing income taxes, Social Security, and long-term care insurance. About 25 minutes.

The podcast can be found for the next several weeks on the Federal News Network website.

Scroll down to the bottom of the homepage to find Listen, then click Podcasts, then go to "Of Consuming Interest" (alphabetical).

If you have a chance to listen let us know what you think and if you would like to discuss any topics raised, or any not addressed.

05/15/2023

Forward Together is very pleased to announce that advisor Adam Hartman has recently obtained the CERTIFIED FINANCIAL PLANNER certification. Adam successfully completed the rigorous requirements that include course work and a series of examinations covering financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. Individuals with the CFP®️ certification agree to meet ongoing continuing education requirements and uphold the Code of Ethics and Standards of Professional Conduct developed by the Certified Financial Planning Board of Standards, Inc.

In part by using the considerable knowledge accrued from the many credentials he has earned, Adam provides financial advice that is anchored in a solid understanding of our client’s needs and expectations. This is another step in our ongoing commitment to helping our clients move forward with confidence.

04/26/2023

New team member alert! We are very pleased to announce that Emanuela Santos has joined our team as a Client Service Specialist. Emanuela originally hails from Brazil and has worked in the customer service field since the start of her professional career.
Her creativity, tech savviness and problem-solving skills are matched only by her passion for literature, weight-training and sewing. Welcome aboard Emanuela!

04/07/2023

Join us in celebrating Joe Hemsley, who has been named to the 2023 Forbes Best-in-State Wealth Advisors list, for the 5th consecutive year! Joe, your passion for understanding our clients’ financial goals and values, and for helping them succeed with confidence is second to none. We’re so grateful to work with you every day and we know our wonderful clients feel the same. https://bit.ly/3MrU4Pm