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Welcome

Please choose an AdvisorNet Financial Partners location:

Wealth ManagementTax Planning

 

Welcome

Please choose an AdvisorNet Financial Partners location:

Wealth ManagementTax Planning

Welcome

Please choose an AdvisorNet Financial Partners location:

Wealth ManagementTax Planning

Welcome

Please choose an AdvisorNet Financial Partners location:

Wealth ManagementTax Planning

What We Do

AdvisorNet Financial Partners provides innovative and prudent financial stewardship to guide our clients in achieving their life goals and dreams.

As we walk our clients down a clients' path to prosperity, we work with them in building, preserving, and transferring their wealth. With an actionable financial plan, we seek to simplify financial decisions, help clients achieve their financial goals, and live today with true peace of mind.

 

Build

When you are on the path to building wealth, it helps to have an experienced guide who can help show you the way, explain your options when you come to a fork, and provide you with assurance and encouragement when the trail gets rocky.

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Preserve

The financial world is constantly changing, just like winding trail through a forest, and a surprise could be waiting around any turn. So, we don’t just walk with you, but ahead of you as well, to blaze the trail and eliminate any surprises that may put your wealth preservation at risk.

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Transfer

Once you have completed your journey, you will leave family, loved ones, or cherished institutions that are still walking down their own path to prosperity, and you may wish to transfer your wealth to them. We can guide you in planning your legacy, transferring your wealth, and walking those you care about down their own unique path to prosperity!

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Who We Serve

We provide our comprehensive financial planning and wealth management solutions to select families, individuals, non-profits and endowments, trustees, and small businesses.

 

Families & Individuals

We work to develop a personal relationship and a life-long partnership in walking our family and individual clients down their path to prosperity. Our strong and diverse team will not only develop the plan for your unique journey, we will also walk with you as everything is implemented to ensure the highest probability of success.

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Non-Profits & Endowments

AdvisorNet Financial Partners is proud to support any organization working to make the world a better place. Our proactive wealth management solutions make us a great partner to these organizations so they can focus on achieving the mission for which they have been called.

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Trusts, Plan Sponsors, & Small Business

The path for trusts, plan sponsors, and small businesses can be a tricky one to navigate in today’s environment. With ever increasing regulatory and compliance requirements, we work to guide our clients as well as shoulder some of the burden so they can remain focused on their goals.

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Who We Are

We believe in a coordinated and collaborative team approach and have team members that specialize in many areas of the financial world, creating a one stop shop for implementing the many parts of your financial plan. Learn more about our team and who is committed to walking you down your Path To Prosperity.

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Lynn Forman, CFP®

Wealth Advisor

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Lynn Forman, CFP®

Phone: Extension #108

Email: lforman@advisornet.com

Education, Training, Experience

Lynn's career includes over 20 years of banking industry experience working for large corporate clients. She moved to the financial services industry more than 10 years ago and now assists individuals, families and small-business owners with defining and achieving their financial goals. Lynn specializes in income tax reduction strategies, estate preservation & inheritance planning, retirement distribution planning, investment portfolio management, and asset protection strategies.

Degrees

  • Bachelor of Science, Accounting, The Pennsylvania State University (1980)
  • CERTIFIED FINANCIAL PLANNERTM (2009)

Certifications And Licensing

  • Investment Advisor Representative
  • Insurance License: Life, Variable Life/Variable Annuities (2000)
  • Arizona Certified Legal Document Preparer (AZCLDP) (2004)
  • Financial Planning Certificate, Kaplan University (2009)

Personal

Lynn was born and raised in Altoona, Pennsylvania. She enjoys music, sports and outdoor activities such as hiking and traveling to scenic vacation destinations with family and friends.

Motto: 

“The purpose of life is a life of purpose.”

Robert Byrne

Bio
Photo of team member

Vicky L. Ulrich

Director of Client Services
Financial Paraplanner

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Vicky L. Ulrich

Phone: 623-875-5204 Ext. 107

Email: vicky@advisornet.com

Vicky became part of the AdvisorNet Financial Partners (formerly W.M.I. ) team back in 1999 and was our first full-time Client Service Associate. She recently relocated back to Arizona after living in her hometown of Orland Park, Illinois for the past eight years. During that time, she was a small business owner and also co-managed a National Pet Franchise Company providing client relations, sales support, and field training. Vicky has over 20 years of experience in Office Administration, Business Management and achieved her Designation of “Financial Paraplanner” through the College for Financial Planning in Denver, Colorado.

Personal

Vicky resides in Peoria, AZ and enjoys spending time with her two daughters, Ashley and Nicole. Vicky’s interests include biking, creative arts, water sports and traveling.

Motto: The best things in life are not things, it’s the people who make you feel loved and cared for

Quote

Whatever you do, do with kindness
Whatever you say, say with kindness
Wherever you go, radiate kindness

Jonathan Lockwood Huie

Bio
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Jennifer Haas

Executive Vice President, Operations

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Jennifer Haas

Phone: 763.315.8000

Email: jhaas@advisornet.com

Bio

Our Insights and Events

Communication is paramount for us, and we believe in communicating in a variety of formats. Click below to see how we communicate through the written word, presentations, and photos and videos.

 

Insights

We believe in continual, detailed analysis of the economy and financial markets in order to build unique insights into evolving investment opportunities and risks. We regularly communicate our insights to clients so they can better understand how we are managing their assets.

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Upcoming Events

We offer regular investment symposia and other presentations where clients and the general public can hear our insights in person, learn about unique investment strategies and financial management techniques, and ask questions about our approach and services.

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Photos and Videos

A picture is worth a thousand words, and a video is event better! We hope you’ll enjoy taking a look at some media of our recent events.

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Home

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 623-875-5204
Toll Free: 1-888-912-7738

Email: info.phoenix@advisornet.com

23131 N. Lake Pleasant Parkway, Peoria, AZ 85383

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Advisory services offered through AdvisorNet Financial Partners (AFP), or AdvisorNet Wealth Management (AWM), SEC registered investment advisors. Tax planning, preparation and estate planning offered through AdvisorNet ​Financial Partners (AFP).

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