While your challenges might be similar to big companies, you lack the experts they lean on.
Experts to lean on when you’re:
Struggling to decipher government tax credit eligibility & paperwork
Wanting to hold onto more revenue and start building wealth
Needing to increase or stabilize your cash flow
Wondering if you can offer employee benefits without hurting your bottom line
That's where
Licenses
Life / Accident / Health variable license
Alabama, California, Georgia, Indiana, Maryland, North Carolina, New Jersey, New York, South Carolina, Tennessee, VirginiaEducation
Master of Science Degree in Securities
Bachelor of Science Degree in Corporate Communications
Mercy College, Dobbs Ferry, NY
Yvonne M. Forbes
Founder, President – Forbes Management
Hi, I’m Yvonne. Earlier in my career, I worked for large corporations like The Bank of New York, Wachovia Bank, and Aetna. That’s where I got the idea for Forbes Management.
I saw the tax strategy, insurance, benefits, and finance expertise Fortune 500 companies rely on and have ready access to.
I wanted to give small businesses that same luxury.
I have a passion for small businesses and want to help them succeed. That’s why I ask a lot of questions. I get to know your company, goals and challenges. With that background, I guide you to the optimal solutions.
My team has in-depth knowledge and experience in tax strategy, business structuring, financial management, and insurance.
I live in Atlanta and have three adult children. I enjoy traveling, being by lakes and creeks, and volunteer with the First African Community Food Pantry.
Licenses
Life / Accident / Health variable license
Alabama, California, Georgia, Indiana, Maryland, North Carolina, New Jersey, New York, South Carolina, Tennessee, VirginiaEducation
Master of Science Degree in Securities
Bachelor of Science Degree in Corporate Communications
Mercy College, Dobbs Ferry, NY
Yurith Brownie
Vice President
Hi, I’m Yurith. I’ve worked in the financial services industry for more than 25 years, holding leadership positions at one of the largest banks in Jamaica: National Commercial Bank. I’ve also owned and operated two successful companies. Serving others, especially small business owners, is my passion.
I live in Atlanta and have three adult children. I love exploring the outdoors and traveling with friends and family.
Education:
Diploma in Marketing from the Jamaica Institute of Management.
Licenses:
Life / Accident / Health
Georgia, Alabama, Tennessee, Florida, North Carolina, South Carolina
Core Values
Trust
Strength
Integrity
Stability
Peace of Mind
Learn ways to hold on to more profits.
Contact the Forbes Management team today to get the conversation started.