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Statement to Clients
I work with clients to help them become and remain financially independent.

I have been in the insurance profession for 40 years. I have been a registered representative for 36 years. I work with clients to help them become and remain financially independent. I concentrate on those clients who need help with business succession: estate planning and wealth transfer. RDAFN Investment Advisors have a Fiduciary responsibility to our clients at all times. We are paid an asset based fee, so our interests are aligned with our clients. We take time to understand financial situations no matter the complexity, and draw on decades of experience to provide personalized advice. Further, we network with experts in numerous disciplines enabling us to offer custom solutions that make sense today, and regularly reassess whether arrangements are geared to stand the test of time. It is an honor and privilege to be selected for such an important role as your financial advisor. It is a responsibility that we view is the result of the most important financial decision a client may make, a responsibility that we accept willingly, and to which we dedicate our careers to carry out properly.

Background Information
Business Background:
RDA Financial Network, Inc.

Investment Advisor Representative
2008 – Present

United Planners Financial Services

Registered Representative
2016 – Present

Cambridge Investment Research, Inc.

Registered Representative
2007 -2016

Stonefield Investment Advisory

Investment Advisor Representative
2007 – 2008

Metlife Investors

Life Consultant
2003-2007

New England Financial

Agent/Broker
1975-2007

Education:
Southwest University (University of Minnesota)

Bachelor of Arts, Mathematics
1972

Designations/Licenses:

Chartered Life Underwriter – (CLU) is a professional designation for individuals who wish to specialize in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the designation.

Series 7, 63

Disciplinary Information:

Michael has no disciplinary information history to disclose.

Michael W. Forbrook, CLU

Investment Advisor Representative

RDA Financial

Phone: 630.319.0858
1364 Yorkshire Lane
Carol Stream, IL 60188
Fax: 630.293.4625
Email: mforbrook@rdafn.com
Website: www.rdafn.com