Forefield Advisor™ (Forefield) is a client education and communication tool that enables advisors to deliver current, concise and compliant resources to their clients. The content is written by CPAs, attorneys and other subject matter experts.
Forefield provides access to more than 3,000 resources made up of over 2,300 articles, 200 illustrations and tables, 200 interactive calculators and over 400 presentations. The resources cover all areas of the broad subject matter that makes up personal financial planning, including estate, tax, retirement, investment and risk management planning.
Resources are continuously updated to reflect current legislation and industry trends. All of the resources can be searched with a Google-like search engine and they are also organized by 17 life events and 10 financial goals.
Forefield has created hundreds of standard presentation templates. You can choose from any of the 3,000 resources to compile the presentations that uniquely fit your client’s needs. In addition, you have your choice of exporting your presentations to PDF, Word or an HTML email. There is also an option to have your presentations professionally printed for a fee. The PFP Section has a contract with Forefield that enables members of the Section to access the Forefield site and related resources directly from the PFP site (www.aicpa.org/PFP). This is one of the many benefits that members can access as part of the $200 annual fee.
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