About Forward Financial
Steve Thurmond is the owner and founder of Forward Financial, LLC, which specializes in insurance, financial planning, and retirement income solutions for families and individuals at any stage of life.
We collaborate with accountants, attorneys, and estate planners to provide the best possible advice and service to our clients. We take a comprehensive, 21-step approach to advising clients on the many aspects of financial planning and insurance solutions.
Forward Financial exists to provide all of the tools, information, and resources you need for planning your financial future.
Our mission is to offer intelligent insurance and financial strategies that result in clarity, security, and health.
Forward Financial empowers you with personalized strategies to help you reach your goals.
Our History & Passion
Forward Financial was founded in 2019 by the owner and Certified Financial Fiduciary, Steve Thurmond. Steve is a Certified Financial Fiduciary and holds Life, Health, Property, Casualty, and Legal Insurance licenses in 37 states from coast to coast.
With a passion to insure your everyday life to planning your future, we grow every year with the needs of our valued clients.
We provide the following services throughout the United States.
- Retirement Planning
- Home & Auto Insurance
- Tax Planning
- Commercial/Business Insurance
- Individual Health Insurance
- Merchant Processing
- Life Insurance
- Legal Services/Advice
Our Association and Certifications
We’re a member of the BBB (Better Business Bureau)
The BBB is a private, non-profit organization whose mission is to promote and foster the highest ethical standards between companies and their customers in the areas of:
- Dependable Service
- Honesty In Advertising
- Honest Business Practices
- Reliable Complaint Handling Procedures
Examples of services provided by the BBB are Business Reliability Reports, Dispute Resolution, Truth-in-Advertising, Consumer and Business Education, and Charity Review.
We’re a member of the National Association of Certified Financial Fiduciaries
Steve is a Certified Financial Fiduciary and holds Life, Health, Property, Casualty, and Legal Insurance licenses in 35 states from coast to coast.
NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with and adhering to all fiduciary standards. NACFF has taken steps further by providing a comprehensive fiduciary training program and certification process that will further establish qualified financial professionals as Certified Financial Fiduciaries® (CFF).
The Certified Financial Fiduciary® designation is the only designation that focuses solely on training financial professionals to be true fiduciaries. It is the only designation that clients and prospects can recognize as a designation meant to protect them.
More Information: NACFF