Access your inheritance.
No monthly payments.

Access your inheritance.
No monthly payments.

Access your inheritance.
No monthly payments.

Get ahead today with a tax-free portion of your future inheritance, with no loans, no monthly payments, and no impact to your parents' retirement.

Get ahead today with a tax-free portion of your future inheritance, with no loans, no monthly payments, and no impact to your parents' retirement.

Introducing the Forward Advance

Introducing the Forward Advance

A Forward Advance is a home equity investment (HEI) designed for parents who want to share their wealth with their children tax-free.

Parents can transfer money to their children when they need it most.

Parents maintain full ownership and control of their home.

No loans, no monthly payments, and tax-free wealth transfer.

Parents preserve their retirement savings and financial independence.

Family stories

The Mendosa Family

Queens, NY

"Forward's tools have opened up honest conversations about money in our family. It's not just about the loan, but about building financial responsibility together."

The Smith Family

Boston, MA

“Forward allowed us to help our daughter buy her first home without touching our retirement savings. It's given us peace of mind knowing we could make a difference in her life today.”

The Williams Family

Newton, MA

“We compared Forward Advance to a HELOC when we wanted to help our daughter start her business. The no-monthly-payment feature of the Forward Advance really sealed the deal for us.”

Why families choose Forward

Why families choose Forward

Parents

Support your children financially without debt or monthly payments. Give cash today by sharing a portion of your home's future value with Forward.

Maintain ownership of your home

Not a loan and no monthly payments

Share your wealth during your lifetime

Keep your retirement savings and investment plans intact

Tools to track and manage payouts

Support your children’s dreams, on your terms

Beneficiaries

Access a portion of your future inheritance now, without affecting your parents' retirement plans or financial security.

Access your future inheritance today, when you need it most

Fund major life milestones without taking on debt

Get guidance on smart financial planning and wealth building

The smart way to share family wealth

Get started

Copyright © 2024 Forward Financial

All rights reserved.

Legal Disclaimer

The content on this site is for informational purposes only and does not constitute financial, legal, or investment advice. Products like Forward Advance, Forward Equity Loan, and Forward Family Loan are subject to eligibility. Please consult a financial professional before making any decisions. Forward is not a mortgage lender or broker. Full terms and conditions apply.


Terms of Service

By using this site, you agree to Forward’s Terms of Service. Eligibility for products and services is subject to verification. Forward reserves the right to modify its offerings, terms, and content at any time. Misuse of the website or violation of the ToS may result in the termination of your access.


Privacy Policy

We value your privacy. Forward collects personal data to enhance your experience on our platform and process your application. Your information will not be shared without your consent, except as required by law. To learn more about how we protect your data, review our Privacy Policy.

Copyright © 2024 Forward Financial

All rights reserved.

Legal Disclaimer

The content on this site is for informational purposes only and does not constitute financial, legal, or investment advice. Products like Forward Advance, Forward Equity Loan, and Forward Family Loan are subject to eligibility. Please consult a financial professional before making any decisions. Forward is not a mortgage lender or broker. Full terms and conditions apply.


Terms of Service

By using this site, you agree to Forward’s Terms of Service. Eligibility for products and services is subject to verification. Forward reserves the right to modify its offerings, terms, and content at any time. Misuse of the website or violation of the ToS may result in the termination of your access.


Privacy Policy

We value your privacy. Forward collects personal data to enhance your experience on our platform and process your application. Your information will not be shared without your consent, except as required by law. To learn more about how we protect your data, review our Privacy Policy.

Copyright © 2024 Forward Financial

All rights reserved.

Legal Disclaimer

The content on this site is for informational purposes only and does not constitute financial, legal, or investment advice. Products like Forward Advance, Forward Equity Loan, and Forward Family Loan are subject to eligibility. Please consult a financial professional before making any decisions. Forward is not a mortgage lender or broker. Full terms and conditions apply.


Terms of Service

By using this site, you agree to Forward’s Terms of Service. Eligibility for products and services is subject to verification. Forward reserves the right to modify its offerings, terms, and content at any time. Misuse of the website or violation of the ToS may result in the termination of your access.


Privacy Policy

We value your privacy. Forward collects personal data to enhance your experience on our platform and process your application. Your information will not be shared without your consent, except as required by law. To learn more about how we protect your data, review our Privacy Policy.