A Deep Understanding and One Cohesive Plan

As a business owner, there are so many things to focus on running your own company. Every day, you face new challenges, such as gaining new business, building a strong team and staying organized. There’s so much to juggle. In fact, you live and breathe your business. But, often you don’t have the time to work with all the professionals needed to put together a financial plan.

At Forman Investment Services, our advisors know what it’s like to run a business. That’s why we take the time to fully understand your most important needs, goals and concerns, and then work with your team to coordinate and guide them through the process into one cohesive financial plan.

Collaborate with Your Team

When appropriate, your advisor can also work with your CPA, attorney and other professionals to help ensure all aspects of your financial and estate planning are addressed.

Let us work with you and your team to identify your goals and collaborate your plan throughout your entire organization.

Forman Investment Services can tailor a plan to meet your company’s needs. To get started, contact Wade Forman at 812-378-0730.

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