Forest Financial Group, Inc. Email Format

InsuranceIllinois, United States2-10 Employees

Forest Financial Group, Inc. is an employee benefits consulting firm founded in 1998 and based in Lake Forest, Illinois. Through its corporate headquarters and regional offices, the company serves clients across the United States and worldwide.

Its offerings extend beyond core benefits consulting to include human resources advisory services and retirement planning and wealth management through Forest Capital Management, LLC. The firm connects clients with benefit providers and uses its product knowledge and industry relationships to tailor programs to each client’s circumstances while pursuing cost efficiency through in-house underwriting and market research. Its emphasis on comprehensive financial and claims analysis, market placement services, and the HR Advantage program underpins its approach to managing benefit programs now and in the future.

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