Jeremy Forbis, CFP®, AIF®

CERTIFIED FINANCIAL PLANNERTM Professional
Fayettville: 479-521-1811 | FAX: 866-860-8247
Memphis: 901-830-3980

Since January 2001, Jeremy Forbis has been serving clients as a financial advisor, and is a founding member of AnchorPoint Financial. He believes that effective planning is not an event, but rather a process which fosters the meaningful, long-term trusted advisor relationship with every client. The focus of his wealth management is to help clients achieve their objectives, especially during a time of transition.

Investment management is a cornerstone of the comprehensive wealth management Jeremy provides for his clients. Objectives, risk tolerance, and time horizon for investments are clearly defined and determine the custom mix of solutions chosen for each client.

As an independent insurance agent, Jeremy is able to survey the marketplace and provide risk management solutions to help protect the income, assets, and lifestyle of clients through the prudent use of life, health, disability and long-term care insurance.

Taking an active role in helping to educate the community on the value of financial planning is important to Jeremy. He frequently conducts educational workshops for churches, civic organizations, businesses and other groups.

Jeremy is happily married to Abby, and they enjoy spending time with their children Bowen, Cecilia, and Truitt. He appreciates the great outdoors and is an avid hunter and fisherman. He is actively involved with service projects in the faith based community and is a member of Central United Methodist Church in Fayetteville, Arkansas. Jeremy serves as chairman of the Northwest Arkansas Make-A-Wish Council for the Make-A-Wish Foundation of the Mid-South. He is also a founding member of the Heritage Study Group, which fosters an environment for professional development to advisors across the country.

Jeremy is a graduate of Texas A&M University earning a degree in marketing. He has also received an executive certificate in Financial Planning from Christian Brothers University.

Life, Variable, Health, & Accident Insurance Licenses AR, TN, TX, MS, NC, SC, IN
FINA General Securities Representative
Investment Advisor AR, TN
Securities License TN, AR, TX, MS, FL, NC, OK

Insurance services not offered through or supervised by Capital Analysts LLC, or Lincoln Investment Planning LLC.





901-333-3508

5050 Poplar Ave.
Suite 1202
Memphis, TN 38157
501-605-8002

2391 West Main Street
Suite B
Cabot, AR 72023
479-521-1811

2458 East Joyce Blvd
Suite 8
Fayetteville, AR 72703

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