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Business Consulting

Running the day-to-day operations of your business is your expertise; our expertise is providing you with solutions that maximize the financial success of your business.  FORUM offers a wide range of advisory and business consulting services.


  • Tax planning and preparation
  • Business CFO and accountant services
  • Business and management succession planning services
  • Business growth consulting services
  • Total estate planning


For more information, contact a FORUM Private Client Group Representative.  

FORUM's Mobile Banking
FORUM Credit Union in Indianapolis, Indiana is federally insured by the NCUAFORUM Credit Union in Indianapolis, Indiana is an Equal Housing Opportunity lender
Federally Insured by NCUA