Annie McQuilken is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Forever Financial Advisors, LLC in Fairport, NY and the surrounding communities.
Forever Financial Advisors, LLC is a fee-only financial planning and investment advisory firm located in Fairport, New York, near Rochester and in Boston, Massachusetts. 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.
Annie McQuilken, MS, CFP®, CFT-I™ is the founder and president of Forever Financial Advisors, a Certified Financial Planner™, and a 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 the McCallum Graduate School of Business at Bentley College, 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 with the States of Massachusetts and New York. Annie has over 20 years experience in financial management, counseling, and education. Annie is a regular writer for financial publications, including the NAPFA Advisor, and regularly presents at regional and national conferences.
Last Updated: May 11, 2009 When it comes to life events, few can compare with divorce. With a divorce, your life gets turned upside down with...Read More >
Whether you or a loved one are going for a scheduled hospital stay, don't stop with your doctor's orders – get your financial orders in place,...Read More >
The debt amount a person or entity owes to a creditor for funds borrowed is a four letter word capable of conjuring cold sweats in many...Read More >
Life is good. You love where you live. You’re flourishing at work. Your income is growing, and so, too, is your bank account. Everything, it...Read More >
The challenge today is that there are so many options for saving, and one size does not fit all. Some of the vehicles to implement your college...Read More >
When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...Read More >
Albert Einstein was reportedly quoted as stating that compound interest is the most powerful force in the universe. However, compound interest...Read More >
With effective financial planning during divorce for your special needs children, you can handle unique concerns and help promote the future...Read More >
It has long seemed like trivial advice. Set three to six months of money aside in an emergency fund. Well, that advice is no longer something...Read More >
Judging by how little estate planning Americans do, they apparently don't mind making life difficult for themselves and their loved ones.That...Read More >