Integrated Wealth Management

Forum Financial Management, LP offers you a wide range of comprehensive wealth management solutions to help meet your financial goals. We will help you implement a suitable strategy that considers your complete financial picture. You will receive reports, statements and regular communication from us.

We will periodically discuss your progress towards your goals to determine if you are on track. You will typically meet with your advisor on a regular basis, but will also have access to them in between appointments as needs arise.

Although we do not have all the answers, we typically know where to find most of them. Many of our clients utilize us for second opinions on everything from refinancing their home to exiting their business.

Hover or click on each box of the graphic to learn a bit more about the areas we consider when consulting our clients about how best to plan for their retirement.

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Are your wills and trusts up to date to minimize estate transfer costs?
How much will it cost to send your children to college?
Is your portfolio properly diversified and in line with your risk tolerance?
What is the best way to fund your long-term charitable goals?
Do you have a well thought out business succession plan?
Have you properly protected your wealth from estate taxes and catastrophic medical expenses?
Are you taking into consideration the tax implications of your decisions?
Will your money last longer than you do?