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One of the first businesses to grow and emerge within the working capital market during the recession, Fora Financial has established a competitive position in the marketplace, as well as a storied legacy. It all started with two college roommates who had an innate passion for small business. After graduating from Indiana University, both Jared Feldman and Dan Smith went their separate ways – Jared as an underwriter and Dan as a sales consultant. Then, the economic recession hit. Dan knew that the small businesses of America drove the U.S. economy and would need assistance to survive the default times ahead. And with both Dan and Jared coming from a long line of successful entrepreneurs and growing up immersed in the small business culture, they felt compelled to help. Prompted by Dan’s vision, they combined their financial savvy and small business knowledge to start Fora Financial in June of 2008, when the economic world felt like it was coming to an end. Over the next five years, Dan and Jared worked tirelessly to build their staff and client base from the ground up. Continually doubling their staff and revenue almost every year since its inception, Fora Financial has continued to develop transparent relationships with our clients and partners and provide them with custom, innovative funding solutions. As of our five-year anniversary in June 2013, Fora Financial has funded over 8,000 individual transactions with over 4,500 unique customers. The company has also funded more than $199 million in working capital for small businesses since its inception. Fora, meaning “marketplace” and “forum” in Latin, aligns with our mission to foster and support the small business industry. The rebrand also created efficiencies and consistencies to better serve our customers and partners. Today, Fora Financial continues to remain a competitive leader with one of the most extensive offerings and services in the small business industry. We remain dedicated to developing new, innovative ways to serve companies in an ever-changing financial market.
Total Control Financial believes every American worker has the right to a financially secure retirement without being concerned their wealth will vaporize in their golden years because of Wall Street’s games. A system that once provided security and safety for the American public has turned into a greed-filled network of brokerages run by too many self-interested “financial advisors” lining their own pockets first, while the investors, their clients, bear all the risk. Wall Street wins 100% of the time while the investor hopes to make a decent return and avoid getting hammered by the market. This is fundamentally wrong. It’s time for the charade to end. It’s time for the firm and the investor to be aligned. For 40 years Wall Street has dominated 401(k) money. For 40 years Wall Street has tricked the American worker into believing Wall Street is the only road available for a sound retirement. They’ve kept people confused and created complexity instead of being transparent and creating simplicity. This worked to keep the investor confused and trapped paying fees, riding the market roller coaster while the brokers got rich. Our mission and our purpose is to share the candid reality and truth about money and retirement with the American worker. We have no exception to our 100% transparency 100% of the time rule. We are obsessed with delivering simple, powerful options to the investor. Options to put the investor in control and to be empowered over their money and their financial future. For the investor tired of paying endless Wall Street fees to “watch over” their money, for the investor ready to take responsibility and control of their money, for the investor ready to exit the market roller coaster, Total Control Financial is your answer. Our mission is to Disrupt Wall Street and Empower Main Street ™.
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