Joey Schultz Email and Phone Number

Forum Financial Management is a Registered Investment Advisor with more than $7.4 billion under management. At Forum Financial Management, we help investors build, manage and preserve their wealth. It starts with a dedicated team of partners and advisors with decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. We provide our services to more than 4,500 households through disciplined, and academically based investment and financial planning. We believe that low costs, discipline, and a robust methodology are the keys to maximizing long-term wealth.With the foundation of this technical knowledge, we can spend more time on what we truly enjoy -getting to know our clients and their families. By understanding the hopes and dreams that reside at the center of someone's financial life, we are able to design an investment plan that is built to achieve a client's short- and long-term goals. That's what we consider to be the real value of an advisor.Forum Financial Management, LP is a Registered Investment Advisor. The home office of Forum Financial Management is located at 1900 S. Highland Ave., Suite 100, Lombard, IL 60148 (www.forumfin.com, 630.873.8520).Posts contain my opinions, not the opinions of Forum.