Annie McQuilken
MS, CFP®, CFT-I®™
Forever Financial Advisors, LLC
President
Annie McQuilken
MS, CFP®, CFT-I®™
Forever Financial Advisors, LLC
President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Annie McQuilken, MS, CFP®, CFT-I®™
Fee-Only Financial Advisor specializing in intergenerational wealth
Forever Financial Advisors provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Annie McQuilken is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice that is in the best interests of our clients. Annie serves clients near her offices in Fairport, NY and Boston, MA, as well as virtually nationwide.
Annie McQuilken, MS, CFP®, CFT™ is the founder and president of Forever Financial Advisors, and a Certified Financial Planner and Certified Financial Therapist. Annie earned her bachelor's degree with distinction from Swarthmore College, earning membership in both Phi Beta Kappa and Sigma Xi. She received her Master's of Science degree in Financial Planning from Bentley University and a Graduate Certificate in Financial Therapy from Kansas State University. Annie is a member of the National Association of Personal Financial Advisors (NAPFA), a member of the Financial Planning Association (FPA) and the Financial Therapy Association (FTA) and a Registered Investment Advisor. Annie has over 20 years experience in financial management, counseling, and education.
Annie is a frequent contributor to national publications and regularly presents at regional and national conferences. Annie's specialty is in the area of intergenerational wealth.
Annie McQuilken is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Financial Planning and Investment Management
Forever Financial Advisors is a fee-only financial planning and investment advisory firm located in Fairport, New York, just outside of Rochester. We provide comprehensive financial planning and investment management to individuals and small business owners. Forever Financial is a fee-only firm, and does not accept any commissions or revenue from any source other than the clients which we serve. It is our strong belief that this provides a level of objectivity and integrity that is an essential part of our relationship with our clients.
We will meet with you to discuss your financial goals and concerns, and work with you to develop a comprehensive financial plan to address these needs. If your needs include management of investment assets, we will provide this management and oversight to ensure your investments remain aligned with your goals and responsive to changing circumstances.
Forever Financial Advisors is a Registered Investment Advisor with the States of Massachusetts and New York, and a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Annie McQuilken is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Annie McQuilken is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Annie McQuilken is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Annie McQuilken earned the Certified Financial Therapist - Level I™ Designation (CFT-I™)The CFT-I™ designation is a certification for both financial and mental health professionals, developed and administered by the Financial Therapy Association. Professionals holding this designation have learned to apply research and evidence-based therapeutic techniques to help clients, advance the field of financial therapy, and engage with other practitioners.
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Annie McQuilken is a member of The Financial Therapy Association (FTA)The Financial Therapy Association (FTA) is an organization comprised of professionals dedicated to the integration of cognitive, emotional, behavioral, relational, and financial aspects of well-being.
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Annie McQuilken is a 2021 Winner of the Rochester Business Journal "Financial Leaders"
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Annie McQuilken Contributes to BP Hope: "7 Tips from Financial Planners to Protect Your Money during Mania"
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Annie McQuilken is Contributes to Democrat and Chronicle: "How to avoid becoming a victim of financial fraud"
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Annie McQuilken is Quoted in Financial Planning Magazine: "Fraud Alert: How to Fight New Cyberscams"
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Annie McQuilken is Featured in the Alendale Columbis School Blog: "AC Students Study Financial Literacy During May Term"
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Annie McQuilken is Featured in Financial Planning Magazine: "Networking Case Study: Boston's 'Money Women'"
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Annie McQuilken is Quoted in Kiplinger: "An Army Family Leaves the Service"
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Annie McQuilken is Quoted in the Wall Street Journal: "When Lucky Breaks Help Advisers Succeed"
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Annie McQuilken is Quoted in Forbes: "Retirement Plans For The Unemployed, Underemployed And Self-Employed"
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Annie McQuilken Contributes to Tri County Independent: "How to make sure your advisor is no Ponzi"
Contact Annie McQuilken
Office Locations:
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140 West Church Street
Fairport, NY 14450 -
16 Greenwich Park
Unit 2
Boston, MA 02118
