Forward Investment Services

Forward Investment Services Full-service investment center ready to help you with financial planning, retirement, and more. Investments are: Not FDIC Insured. May Lose Value.

Forward Investment Services is committed to helping our clients design and pursue financial goals for themselves, their families, and their business. Forward Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers L

LC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Are Not Financial Institution Guaranteed. Are Not A Deposit. Are Not Insured By Any Federal Government Agency.

Retirement often changes your spending in ways you might not expect. While some expenses, like commuting or work-related...
07/17/2026

Retirement often changes your spending in ways you might not expect. While some expenses, like commuting or work-related costs, may decrease, others, such as healthcare, travel, or home maintenance, may become a larger part of your budget.

Taking time to review how your expenses have changed can help you make informed decisions and keep your retirement plan aligned with your goals.

Connect with a Forward Investment Services financial advisor to discuss strategies for navigating retirement with confidence.

: 📸 "Summer Beauty" - LuAnn Palecek (Forward Bank, Park Falls, WI)
07/13/2026

: 📸 "Summer Beauty" - LuAnn Palecek (Forward Bank, Park Falls, WI)

Inflation means your money may not stretch as far as it once did. As the cost of everyday goods and services rises over ...
07/07/2026

Inflation means your money may not stretch as far as it once did. As the cost of everyday goods and services rises over time, it's important to understand how inflation may affect your retirement income and long-term financial goals.

Connect with a Forward Investment Services financial advisor to review your plan and prepare for changing costs.

Retirement expenses don't always increase all at once. Over time, costs like insurance, property taxes, healthcare, and ...
07/02/2026

Retirement expenses don't always increase all at once. Over time, costs like insurance, property taxes, healthcare, and home repairs can gradually add up.

A regular review of your spending can help you stay informed, adjust your budget as needed, and avoid being caught off guard by rising expenses.

Connect with a Forward Investment Services financial advisor to discuss strategies for making your retirement income work for you.

Fell behind on financial goals this year? You’re not alone—and the year isn’t over.A mid-year financial check-in is an o...
06/29/2026

Fell behind on financial goals this year? You’re not alone—and the year isn’t over.

A mid-year financial check-in is an opportunity to reset, refocus, and make small changes that support your long-term goals.

➡️Progress matters more than perfection.

Connect with a financial advisor to see how you can get back on track and finish the year stronger.

06/24/2026

Life changes throughout the year—and your budget should adapt with it. 🔃

A mid-year financial check-in can help you:
• Identify overspending
• Reevaluate priorities
• Adjust savings goals
• Plan ahead with confidence

Your budget isn’t meant to be perfect. It’s meant to work for your life today.

A small increase today could make a big difference tomorrow. 📈Mid-year is the perfect time to review your retirement con...
06/18/2026

A small increase today could make a big difference tomorrow. 📈

Mid-year is the perfect time to review your retirement contributions and see if they still align with your long-term goals.

Even increasing your contribution by 1–2% may have a meaningful impact over time thanks to compound growth.

: 📸 "Buzzin' through the day" | Megan Genteman (Forward Bank, Marshfield, WI)
06/15/2026

: 📸 "Buzzin' through the day" | Megan Genteman (Forward Bank, Marshfield, WI)

Marisa Steinbach is passionate about helping individuals and families plan for the future with confidence and clarity. 💼...
06/10/2026

Marisa Steinbach is passionate about helping individuals and families plan for the future with confidence and clarity. 💼📈

As a Financial Advisor in Marshfield, Marisa works closely with clients to understand their goals and build personalized strategies that support them through every stage of life. She’s focused on creating meaningful relationships and helping make financial decisions feel approachable and informed.

Whether you’re planning ahead, preparing for milestones, or simply looking for guidance, Marisa is always happy to be a trusted resource along the way.

It's BACK! 📸 The Forward Calendar Photo Contest! Vote for favorites by June 16th.
06/10/2026

It's BACK! 📸 The Forward Calendar Photo Contest! Vote for favorites by June 16th.

Address

1001 N. Central Avenue
Marshfield, WI
54449

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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