Co-founder, Retired RJFS Advisor

Enjoying the Retired Life!
With more than 40 years in the financial services industry at firms including Edward Jones, Merrill Lynch and LPL Financial, Jim Forman provided extensive experience assisting clients with retirement income planning.

He still enjoys catching up with clients and friends over coffee.

Jim is a proud veteran of the United States military. He is a past member of the Rotary Club and has also served in leadership roles on numerous not-for-profit boards throughout Illinois and Indiana, both as a chairman and a board member.

A native of Illinois, Jim currently lives in Columbus, Indiana with his wife, Barbara.  They both enjoy spending time with family.