Connect With Forge Financial

True clarity happens when your long-term milestones and tax structures are intentionally synchronized. Whether you are ready to implement our comprehensive wealth management framework or want to review our milestone orchestration timeline via the Forge Process, we provide an objective, data-backed environment completely free from high-pressure sales loops.

Our Advisors

Daniel Blaha, CFP®

Advisor, RJFS
CEO

Specializes in multi-year forward tax-bracket modeling, business capitalization options, and integrated retirement distributions for successful business owners and pre-retirees.

Phone: 316-669-9880
Email: daniel@forgeaplan.com

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Jorge Delgado, CPFA®

Wealth Manager & Advisor

Specializes in lifestyle continuity modeling, plan design architecture, corporate retirement structures, and comprehensive bilingual planning for corporate leaders.

Phone: 316-669-9880
Email: jorge@forgeaplan.com

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Brian Fisher

Financial Advisor

Specializes in technical asset location strategies, dynamic tax-loss/gain harvesting executions, and concentrated stock position risk insulation methods.

Phone: 980-473-0332
Email: brian@forgeaplan.com

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Office Locations

Central Office - Kingman, Kansas

136 West B Avenue
P.O. Box 108
Kingman, Kansas 67068 Phone: 316-669-9880

Satellite Coast Office

1180 Jimmy Buffett Mem Hwy A1A, Suite B
P.O. Box 372173
Satellite Beach, Florida 32937 Phone: 316-669-9880

General Queries

If you're ready to forge a plan for your financial future but not sure where to start then fill out the form below. We'll help match you with the best person based on your situation.