Do you have the right people to make your dreams a reality?

Do you have the right people to make your dreams a reality?

Where do you want to go?

For many years, Forty Financial has been providing services to the Greenfield, IN community and beyond. Our primary belief is that every individual’s financial plan should be just that: individual. We never approach a situation with a one size fits all solution. Instead we take the time to analyze your situation, through individualized investment counseling, help you set goals, examine your expected results, and prepare a plan that is in the best interest for you.

Personal Planning

The value of a financial professional to help you manage and shape your financial goals presents itself in our personal planning services.

We are a family business dedicated to taking care of you and your loved ones.  We have the skills and the tools to offer a broad range of investment options and extensive experience to help find suitable investment choices for a new investor or a seasoned pro.  With today’s complex markets, you need objective advice you can count on.


We work hard to make sure you have the information you need to understand your investments.

Less Stress More Enjoyment

We try to take the worry out of your retirement income planning and help provide the attention you desire.

Together we can navigate the road ahead.

Phone: 317.467.2228
Toll Free: 1.866.880.7214
Location: 812 East Main Street
Greenfield, IN 46140

Office Hours:

Monday-Thursday: 8:30am-4:30pm
Friday: 8:30am-4pm

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC  The LPL Financial Registered Representatives associated with this site may only discuss &/or transact securities business with residents of the following states:  IN, OH, IL, FL, AL, CO, CA, WA, GA, KY