About Forbes Retirement
Forbes Retirement Advisors, LLC is a Massachusetts insurance and annuities firm based in Fall River, Massachusetts. Matthew Forbes is a licensed insurance producer in the Commonwealth of Massachusetts under Producer License #22079142.
Educational Purpose
The content of our workshops, classes, website, and printed materials is for educational and informational purposes only. None of it is intended as individualized tax advice, legal advice, or investment advice. We do not provide securities recommendations or manage investment portfolios.
Workshops & Classes
Our workshops and classes are free educational events. Insurance and annuity products may be discussed at our workshops; however, no products are sold during the workshops themselves. Attendees may be invited to schedule a complimentary private consultation to discuss their individual situation. Attending a workshop creates no obligation to purchase any product or schedule any follow-up appointment.
Insurance & Annuity Product Guarantees
Insurance and annuity product guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Forbes Retirement does not guarantee the performance of any product issued by a third-party carrier. Past performance of any product or strategy does not guarantee future results.
Government Affiliation
Forbes Retirement Advisors, LLC is not affiliated with the Social Security Administration, the Internal Revenue Service, the Centers for Medicare & Medicaid Services, the Department of Veterans Affairs, or any other federal, state, or local government agency. Nothing presented should be construed as an endorsement or approval by any governmental agency.
Coordinated Advice
Decisions about Social Security claiming strategy, tax planning, estate planning, and investment management often involve multiple professionals. We routinely coordinate with our clients' CPAs, attorneys, and registered investment advisors. Our role is limited to product structure, beneficiary planning, and the timing of insurance and annuity decisions within your overall plan.
Conflicts of Interest
Forbes Retirement receives commissions from the insurance carriers whose products our clients purchase. Commission rates and structures vary by carrier and product type. We attempt to recommend only the products we believe are most appropriate for each client's situation, regardless of commission level. If you have questions about how a specific product is compensated, ask — we will tell you.
Marketing Communications
This website uses the Meta (Facebook) advertising pixel to measure ad campaign performance and to show you relevant advertising on Facebook and Instagram. You can opt out of Meta's interest-based advertising at facebook.com/ads/preferences. See our Privacy Policy for full details on data we collect and how it is used.
Contact for Compliance Questions
Questions about these disclosures, our license, or any compliance matter? Contact us:
Forbes Retirement Advisors, LLC
422 N Main Street, Suite 203
Fall River, MA 02720
Phone: (508) 258-9027
Email: mforbes@forbesretirement.com