Forum Financial Management
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Location
Headquarters: Lombard, Illinois, United States, North America
Region: Illinois
Country: US
Continent: North America
About
Forum Financial is a wealth management company that helps individuals and businesses plan for their financial futures. They offer a range of services, including financial planning, investment management, and estate planning. Their team of advisors work with clients to understand their unique goals and values, and develop tailored plans to help them achieve financial confidence.
Forum Financial Management provides wealth management and financial planning services to individuals and businesses. The firm employs an evidence-based investment strategy focused on long-term portfolio management, retirement planning, and estate planning. Its advisors assist clients in navigating complex financial decisions to achieve their specific financial goals.
Forum Financial Management LP
2002
for_profit
active
Industries
Primary Industry: Finance
Categories
Funding & Financials
1m-10m
partnership
Leadership
Technology Stack
Products
Financial Planning: Comprehensive financial planning services that include strategies for saving, investing, and managing finances to achieve long-term goals.
Retirement Planning: Services to help clients create sustainable spending strategies and manage withdrawals to ensure their money lasts throughout retirement.
Portfolio Management: Building globally diversified portfolios using low-cost asset class funds to match clients' risk tolerance and investment goals.
Tax Strategy: Developing tax-efficient strategies for asset location and wealth preservation to maximize after-tax returns.
Estate Planning: Assistance in creating formal estate plans, including beneficiary designations and legal instructions for asset distribution.
College Planning: Guidance on saving for college, understanding associated costs, and managing higher education debt.