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forefield.com

Founded Year

1997

Stage

Acquired | Acquired

Total Raised

$8.5M

About Forefield

Forefield is a provider of real-time sales, education, and presentation solutions for financial institutions and advisors. Forefield's SaaS-based solutions facilitate the communication of client-centric financial planning knowledge and advice that is current, concise, and compliant. Customers range from large financial advisory firms to individual professions.

Forefield Headquarter Location

33 Boston Post Road West Suite 190

Marlborough, Massachusetts, 01752,

United States

508-630-1100

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Latest Forefield News

IRS And Tax Law Necessary To Keep More Retirement Money

Jul 31, 2015

Local Murrieta Advisor Attends Exclusive Workshop with America’s IRA Experts     R&MH-Photo -2shot infront of arches (Forefield) PRLog - July 31, 2015 - MURRIETA, Calif. -- Retirement assets in the United States are estimated at $24.2 trillion dollars, according to The Role of IRAs in U.S. Households’ Saving for Retirement, 2014. IRAs make up the largest single share of the retirement market, clocking in at an estimated $7.3 trillion. IRAs, while the nation’s most popular retirement vehicle, hold unique and complex rules that can result in high taxes and fees if not followed properly. As a part of Ross Hunt’s commitment to expanding and maintaining his IRA knowledge, Ross completed several days of advanced technical training with Ed Slott and Company, America’s IRA Experts in Denver, Colorado. Ross Hunt, CFP® of RMH Advisors, LLC, learned IRS and tax law updates to minimize lost retirement savings. "Retirement horror stories are sadly commonplace. " says Ed Slott, CPA, a nationally recognized IRA-distribution expert who was named "The Best Source for IRA Advice" by The Wall Street Journal. "The information covered here both illustrated the horror stories and provided action steps to avoid them with clients and connect with new prospects in need of planning assistance. Ross Hunt is a member of Ed Slott’s Elite IRA Advisor GroupSM, a group of the nation's top financial professionals committed to expert education on Roth conversion planning, estate planning and leveraging current tax law in an effort to ensure their clients' retirement accounts are set up and maintained correctly. Recent updates covered at the workshop included the IRS’ new once-per-year rollover rule, Roth conversions, qualified charitable distributions and ABLE accounts for young disabled people. Members of Ed Slott’s MASTER ELITE IRA Advisor GroupSM studied advanced-level case studies in Roth IRA recharacterizations and rollovers, avoiding excess contribution penalties and navigating inherited IRAs. Ross Hunt welcomes requests for more information about retirement distribution planning and is well versed in the subjects of IRA and retirement planning strategies, Roth conversion planning, estate planning and leveraging current tax law. ABOUT ROSS HUNT & RMH ADVISORS, LLC: Ross S. Hunt, CFP® has been providing personalized financial advice and guidance to his clients for more than 30 years, committed to helping individuals and families manage and pursue their financial goals. Ross Hunt is Managing Partner and with his wife, Mary, are cofounders of RMH Advisors, LLC, a fee-only, Registered Investment Advisory firm located in Murrieta, CA. Ross has built his advisory business by combining a customized asset class investing methodology with holistic financial planning and first-class client service. Ross Hunt is a registered principal with and securities and advisory services offered through LPL Financial, a REgistered Investment Advisor, member FINRA/SIPC. Financial Planning offered through RMH ADVISORS, LLC, a Registered Investment Advisor and separate entity. Ed Slott's Elite IRA Advisor Group is not affiliated with LPL Financial. ABOUT ED SLOTT and COMPANY, LLC: Ed Slott and Company, LLC is the nation’s leading provider of IRA training for financial advisors. Mr. Slott is a nationally recognized IRA distribution expert, best-selling author, professional speaker, and the creator of several public television specials, including Ed Slott’s Retirement Road Map. Media Contact

  • When was Forefield founded?

    Forefield was founded in 1997.

  • Where is Forefield's headquarters?

    Forefield's headquarters is located at 33 Boston Post Road West, Marlborough.

  • What is Forefield's latest funding round?

    Forefield's latest funding round is Acquired.

  • How much did Forefield raise?

    Forefield raised a total of $8.5M.

  • Who are the investors of Forefield?

    Investors of Forefield include Broadridge Financial Solutions, Regent Capital Partners, North Hill Ventures and Ascent Venture Partners.

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