Savannah Forster is a financial advisor passionate about making wealth management more human, understandable, and empowering, especially for those who haven’t always felt included in the financial conversation. She specializes in financial planning and wealth management, with a focus on retirement planning, estate planning, and risk management services.

At NFA, Savannah works closely with individuals, families, and small business owners to create customized strategies that align financial goals with personal values. Whether clients are preparing for retirement, managing an inheritance, or navigating a career change, she helps simplify the complex and builds plans that support long-term security and confidence.

What sets Savannah’s approach apart is her commitment to being a fiduciary and a relationship-first planner. She listens closely, explains clearly, and designs financial strategies tailored to real lives, not idealized versions. Her “set it and forget it” mindset helps clients manage the day-to-day with ease, allowing them to focus on what truly matters: family, health, and enjoying the life they’re working hard to build.

Savannah holds a B.S. in Business Administration with a Finance concentration from Samford University, along with Series 7, Series 66, and Life & Health licenses. Her background includes advanced planning roles and close collaboration with estate planning attorneys, shaping her perspective on tax-efficient strategies, retirement tax planning, and intergenerational wealth transfer.

Outside of work, Savannah enjoys reading, experimenting in the kitchen, and exploring San Antonio with her family.

For those seeking financial advisory services grounded in compassion, clarity, and competence, Savannah Forster offers trusted guidance and partnership to help clients move forward confidently.