How is Forman Investment Services different?

The advisors at Forman Investment Services provide sound financial planning and investment management services. The firm was founded by Jim and Troy Forman in 1999 in Columbus, Indiana. 

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The father and son team grew their business to serve over 700 households in 14 states and 3 countries.  In recent years, they’ve expanded the team and opened an office in Fisher, Indiana to develop referral partnerships and new client relationships.

In a world full of financial services options, Forman Investment Services stands out. Here’s why:

  1. We are an independent family owned firm with no proprietary products, giving us the freedom to innovate and act in your best interest.  Our relationship with Raymond James Financial Services gives us access to the vast resources of a large wall street firm.
  2. We work as a team with each client rather than working with just one advisor.  That team includes Dennis Carr - a CERTIFIED FINANCIAL PLANNER™ professional - dedicated to building a plan for each client, and a Chartered Financial Analyst that is dedicated to portfolio construction and research, and 2 advisors with extensive experience in both financial services and as business owners.
  3. We are building a firm to see you throughout your lifetime and not just our individual career.  All of the plans that we build for clients run through the age of 90 which could be 20 to 30 years away.  How many advisors will be there to guide you throughout those years?

We have raised the bar at Forman Investment Services by building a TEAM of experienced professionals to work with clients for their lifetime. 

If you have questions about topics like pretax savings, cash balance plans, retirement planning, succession planning, or would like to have a second opinion, or your current advisor is retiring… WE’RE READY.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.