Meet Dave Forshew, AIF®, PPC™

Advance Capital is unique in that it is a large independent firm, which gives us the ability to pursue significant business growth and service a wide variety of client needs. But, unlike large national corporations, our independence allows for greater flexibility and individual involvement.

I make it a priority to educate my clients so they develop a comfort level with the complexities of the retirement plan world. Our clients are busy as experts in their respective industries, so they turn to Advance Capital to be experts for them regarding their retirement plans. Yet, I want them to have an understanding of the services we provide so they can always feel confident I’m doing what is in their best interest. I tell my clients that I want them to know how to “tell time,” but it’s my job to know how to “take the watch apart.”

Simple: Good solutions come from good people.

I work to get clients to consider me as a member of their executive team; specifically, their “Chief Retirement Officer.” As their CRO, it is my role to help them lead their employees to a sustainable retirement.