Forbes Best-in-State Wealth Management Teams, 2025

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Saving for the future

Whether you’re saving for a major purchase or simply meeting today’s needs, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as a focus on tracking your progress, we can help you achieve your financial goals and adjust to whatever life brings. See how to get started with personalized advice. See how to get started with personalized advice

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Events

College Ready! Right Career, Right College, Right Price

Join us for a session on finding the best career fit and negotiating lower college costs - regardless of income.

How to Maximize Social Security Benefits

Mary Beth Franklin, CFP® from RetirePro, LLC.,is one of the country’s leading experts on Social Security and Medicare and will be our guest speaker for this event. Mary Beth is an award-winning journalist and Certified Financial Planning professional. She is a former contributing columnist on retirement issues for Investment News, a publication for financial advisors. Mary Beth is the host of the public television program, Social Security & You.

“How to Maximize Social SecurityBenefits” covers the rules and strategies to maximize benefits for married couples, eligible divorced spouses, and families with minor or disabled children. It explains how lifetime earnings and age of claiming benefits determines monthly benefits amount. The presentation outlines changes for 2025 including higher benefits and for some earners, higher taxes, due to annual cost-of-living adjustments. It also details the new Social Security Fairness Act which repeals two provisions that had reduced or eliminated Social Security benefits in the past for some public sector workers—including some police, firefighters and teachers— who have pensions based on work where they did not pay FICA taxes.
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Honored to be recognized in Forbes

Congratulations, Kevin Ferhadson, for being included on the 2025 Forbes Best-in-State Wealth Advisors list. All of us at Ferhadson & Associates are proud of this tremendous recognition, as it reflects our shared commitment of providing our clients with advice and support they can count on. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.