Also known as forum financial
Forum Financial Management is a financial planning and wealth management firm based in Lombard, Illinois, founded in 2002. It works with individuals, families, business owners, and corporate and medical professionals, and reports about $7.3 billion in assets under management. Services include retirement planning, portfolio management, tax strategy, estate planning, college planning, charitable planning and business succession. The firm says its advisors specialize in building financial plans and place particular weight on tax planning, healthcare expense planning and estate planning. Its retirement approach includes sustainable spending strategies and tax planning around withdrawals, including Roth conversions where appropriate.
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Forum Financial Management is a wealth manager based in Lombard, United States, managing approximately $7.3B in assets.
Forum Financial Management is headquartered in Lombard, United States.
Forum Financial Management manages approximately $7.3B in assets under management.
Forum Financial Management was founded in 2002.
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