Greg Alft | Financial Planner | Forward Financial Group

Greg Alft

President and Financial Planner
galft@forwardfg.com
262-444-5401

E-mail: galft@forwardfg.com
Phone: 262-444-5401
Fax: 262-444-5402

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I am the President at Forward Financial Group in Sussex, WI, and the lead financial planner on the FFG team.

My team and I work with individuals, families and small businesses in the community to help them pursue their retirement goals and address their financial concerns. I believe in taking a “financial planning first” approach when working with my clients as my team and I implement strategies to help address their unique situations.

I grew up in Wisconsin Rapids, WI, to one parent who was an educator and the other who ran a third-generation family business. I graduated from Arizona State University, then returned to teach social studies and coach tennis in the School District of Waukesha. After eight years as a teacher I decided to take my passion for helping others to the financial field and ultimately built the business known as Forward Financial Group. My favorite part about my work is the opportunity to guide people through the process of setting and working to achieve their financial goals.

To build relationships I am active in the community and support a series of community outreach programs that sees me speaking in front of civic groups and answering questions from people at local trade shows. My team and I also sponsor a number of educational client events throughout the year that are popular with people in the community and a good way to approach common financial topics. In my free time I enjoy spending time with my wife Katie, son Austin and daughter Callie as well as traveling, playing tennis, and enjoying the outdoors.

My team and I at Forward Financial Group enjoy meeting new people and are glad to assist them and their families in making progress towards their financial goals. I am available either by phone or email to help with any questions or concerns you might have.

Client Testimonials

“What I like best about Forward Financial is not having to worry about what's going on with my money. The communication is outstanding as we are kept well informed. It's a group that truly cares. Greg has mapped out a future for us that we are very confident in. This company takes care of their clients 100%.” – Dave R.

This statement is a testimonial by a client of the financial professional as of 02/05/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“Greg and the entire team at FFG are just awesome.  Neither my wife nor I are great financial planners. We are great savers, but not great planners. Greg has helped us gather all our scattered assets from years of multiple 401K's and other retirement accounts into one sensible portfolio.  He has helped us understand what level of risk is appropriate and helps us understand future potential tax implications.  The FFG team is financial smart, but people focused.  They take the time to understand each individual and their unique situation.” – Steve S.

This statement is a testimonial by a client of the financial professional as of 02/05/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“A fantastic company to partner with for investment needs. Expect to enjoy a down to earth, and knowledgeable fiduciary; a few of the standout qualities of Forward Financial Group. Working with Jana and Greg I have been a client for a year, after bouncing between "financial advisors" FFG has been an extremely pleasant experience. I hope to continue supporting this small business for the long term.” – Drew M.

This statement is a testimonial by a client of the financial professional as of 02/05/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“We couldn’t be more pleased with Forward Financial Group. Working with Greg Alft has exceeded all expectations we had for a financial planner. His level of experience, professionalism, and ability to address our personal financial situation puts him at the top of his profession. Instead of worrying about the global financial roller coaster, we rest easy knowing Greg has communicated the short and long term implications of the market. It’s a bonus that he’s down to earth and fun to work with. The entire staff at Forward Financial Group works to make each investor their top priority.”  – Amy B.

This statement is a testimonial by a client of the financial professional as of 02/05/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“Working with these guys has been great. They are on top of annual reviews, available for questions, and even send out market updates whenever crazy things happen in the economy without prompting. You will definitely be taken care of if you work with Forward Financial.”  – Kirk G.

This statement is a testimonial by a client of the financial professional as of 02/24/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.