FORUM Credit Union's website works best with JavaScript enabled

Let us help with your plan.

FORUM Private Client Group provides financial planning and investment advisory services for individuals during various stages of life. You’ve worked hard to get to where you are today, and you have dreams for your future. Our local, trusted advisors, can help you create a customized plan for whatever your need including:

Retirement Planning
Your journey to retirement is unique. Let us help you develop a plan to save for and transition comfortably into retirement.

Education Funding
Knowing the right approach to prepare for educational expenses can be tricky. Let us help you find the best method to maximize your funding.

Income Tax & Cash Flow
Tax rules and regulations can be daunting. Let us work alongside your accountant to understand how current and future decisions impact your tax returns.

Estate Planning
Planning ahead is important to make sure you have control and security of your legacy. Let us partner with you every step of the way.

Portfolio Review
You want to know that your current investments are sufficient to meet your financial goals. Let us do a comprehensive analysis of your portfolio to determine if it’s meeting your needs.

There are moments in life where professional financial guidance can help with your peace of mind:

Money bag Radiating heart Upward graph Graduation cap Umbrella
Making sure your money lasts through retirement Coping financially with the death of a loved one Navigating through a financial hardship Funding for education expenses Protecting your family far into the future

Talk to us

For advice and answers to your questions, contact FORUM Private Client Group at 317-558-6322 or