Our Process

38 Skyline Drive, Upper Saddle River, NJ 07458

npirsos@forthrightcps.com

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Our Four-Step Process

STEP

1

Client Review

&

Goal Set

STEP

2

Plan Development

&

Portfolio Construction

STEP

3

Monitor

&

Adjust

STEP

4

Risk Management

&

Estate Planning

We Make it Easy For You!

Contact

Office: (201) 268-1830

38 Skyline Drive

Upper Saddle River, NJ 07458

npirsos@forthrightcps.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Form CRS - Firm Brochure

Investment advisory services are offered through Forthright Capital Advisory, LLC dba Forthright Capital Advisory, an SEC registered firm. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. Insurance products are offered through Forthright Capital Partners, LLC. Forthright Capital Advisory LLC and Forthright Capital Partners LLC are separate entities that offer separate services.

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. Diversification and asset allocation do not ensure a profit or guarantee against loss. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed.

We do not offer tax or legal advice or services. Always consult with your own qualified tax/legal advisors. Life insurance involves medical and sometimes financial underwriting to qualify.

Both life insurance and annuity products have terms and conditions, fees and charges, including potential surrender penalties for early withdrawals. Annuity withdrawals are subject to ordinary income taxes and an additional 10% federal penalty if you are under age 59-1/2. Optional riders may involve additional cost. Product and feature availability may vary by state. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.

Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. When working with us, we can assist you with insurance and annuity products and strategies, or you may also engage us for comprehensive financial and retirement planning through our Registered Investment Advisory firm. We will provide you with complete information about our fees and compensation structure before you engage our services.

Forthright Capital Partners, LLC, headquarters: 7251 West Lake Mead Blvd, Suite 300, Las Vegas, NV 89128. Phone: 725-712-3033