Forum Financial

Forum Financial is a financial advisory firm that helps individuals and families plan for retirement, invest, manage taxes, save for college and set up estate plans. Its advisors, including CFP professionals Robert Fezza and Steve Siders, start with conversations about a client's life and goals rather than pre-set products. The firm lists offices in Lombard, Illinois and Roswell, Georgia.

The process begins with an initial meeting to understand financial goals and risk tolerance, followed by several meetings covering topics such as estate, retirement and tax planning. Once a client chooses an investment allocation, the firm builds a plan that coordinates taxable and tax-advantaged accounts, then opens the account and reviews the plan as circumstances change. Clients receive performance reports net of fees and compared to market indexes, and their assets are held by a third-party custodian that sends monthly statements. New clients can start by phone or email.