Take the Guesswork Out of Your Finances
As a Certified Financial Planner™ professional with 10+ years of experience in accounting and finance,
I help uncomplicate finances and create a confident path forward
with straightforward advice and strategy.
Take the Guesswork Out of Your Finances
As a Certified Financial Planner™ professional with 10+ years of experience in accounting and finance,
I help uncomplicate finances and create a confident path forward
with straightforward advice and strategy.
Take the Guesswork
Out of Your Finances
As a Certified Financial Planner™ professional with 10+ years of experience in accounting and finance,
I help uncomplicate finances and create a confident path forward
with straightforward advice and strategy.
Creating A Plan For Your Finances Can Be Complicated.
Without straightforward financial wisdom, money has a way of slipping through cracks, and you risk missing out on gains along the way.
Are You Worried About:
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-
-
Wasting money on confusing and complicated business services.
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Losing money to tax surprises.
-
Never having the choice to live, or retire, on your own terms.
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Being taken advantage of by generic financial planning.
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Missing out on opportunities to put your money to work.
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Spend more time enjoying your business, your family, and your life and less time worrying about your money.
Creating A Plan For Your Finances Can Be Complicated.
Without straightforward financial wisdom, money has a way of slipping through cracks, and you risk missing out on gains along the way.
Are You Worried About:
-
-
-
Wasting money on confusing and complicated business services
-
Losing money to tax surprises
-
Never having the choice to live, or retire, on your own terms
-
Being taken advantage of by generic financial planning
-
Missing out on opportunities to put your money to work
-
-
Straightforward Tax, Business, and Financial Advice
That You Can Understand and Trust.
Uncomplicate your financial situation and know your money is
under control, working hard, and has a purpose.
Business Financial
Management
Spend more time on your jobs and let us help unravel the complicated stuff.
- Cashflow and Profit Projections
- Business Tax Planning
- Business Structure Advice
- Financial Consulting
- Help You Fully Understand Your Finances
Financial Advice for
Business Owners and Contractors
You work hard. Make room to enjoy life, and not just in retirement. Get financial advice and planning for what matters now.
- Advice on Investing in New Employees or Large Purchases
- Financial Planning for the Short and Long Term
- Creative Debt Management
- Budgeting and Projections
Personal Planning and
Investing for Every Season.
Know your future is secure.
Take advantage of opportunities while living the life you want right now
- Life Planning
- Estate Planning
- Debt Strategies
- Personal Tax Planning
- Retirement Planning
- Risk Planning
- Investment Management
- Advice Around Profit Distributions and Exit Planning
- And MUCH More!
Get straightforward advice and honest financial management built for you.
Straightforward Tax, Business, and Financial Advice
That You Can Understand and Trust.
Uncomplicate your financial situation and know your money is
under control, working hard, and has a purpose.
Business Financial
Management
Bookkeeping, Accounting, Taxes:
Spend more time on your jobs and let us handle the complicated stuff.
-
- Cashflow and Profit Projections
- Business Tax Planning
- Business Structure Advice
- Financial Consulting
- Help You Fully Understand Your Financials
Financial Advice for
Business Owners and Contractors
You work hard. Make room to enjoy life, and not just in retirement. Get financial advice and planning for what matters now.
-
- Advice on Investing in New Employees, or on Large Purchases
- Financial Planning for the Short and Long Term
- Creative Debt Management
- Budgeting and Projecting
Personal Planning and Investing for Every Season.
Know your future is secure. Take advantage of opportunities while living the life you want right now.
-
- Life Planning
- Estate Planning
- Debt Strategies
- Personal Tax Planning
- Retirement Planning
- Risk Planning
- Investment Management
- Advice Around Profit Distributions and Exit Planning
- And MUCH More!
Get
straightforward advice
and
honest financial management
built for you.
I get it –
Managing your finances is no easy task.
You likely experience far too many days where you are beaten up by the frustrating grind of learning the hard way. Hard-earned dollars seem so easily lost as you get blindsided by unforeseen financial problems like surprisingly large tax bills, unplanned spending, missed opportunities, and never having the choice to retire on your own terms.
You deserve better.
Yes, managing all the financial pieces can feel complicated. That’s why you need simple, straightforward advice and strategy that you understand and have confidence in.
If you are a business owner, or a contractor, your business and your personal situations are so connected that I believe you need special advice to address both of those areas simultaneously. That is exactly what you’ll find at Forthright Financial Services.
Schedule a call and get straightforward advice and honest financial management built for you.
Travis McCullough, CFP®, MST
Founder
AFFILIATIONS
The Straightforward Path to Financial Success:
1. Schedule a Consultation
Let’s talk about you, your finances, where you need help, what you hope to achieve, and what it would look like to work together.
2. Get a Straightforward Plan
Gain knowledge and control over your finances, have processes and a plan going forward, and let us keep up with the details.
3. Run your Business with Confidence
Experience organized finances in your business, eliminate financial surprises, and achieve your current and long-term money goals.
The Straightforward Path to Financial Success:
1. Schedule a Consultation
Let’s talk about your business, your finances, where you need help, what you hope to achieve, and what it would look like to work together.
2. Get a Straightforward Plan
Gain knowledge and control over your finances, have processes and a plan going forward, and let us keep up with the details while you run your business.
3. Run your Business with Confidence
Experience organized finances in your business, eliminate financial surprises, and achieve your current and long-term money goals.
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Forthright Financial Services (“FFS”) is a registered investment advisor offering advisory services in the State[s] of Texas and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
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