I saw you went through the �Get Started� questionnaire on our website and wanted to reach out to see if you would like to get a meeting scheduled.
At Forum Financial, we currently manage about $3 billion in client assets. Personally, I have been with Forum for nearly 6 years and we a have deep bench partners and advisors many of which have more than 20 years in the industry.
I've attached a brochure about our philosophy and investment methodology to this email. We believe (and the data shows) that low fees and taxes, statistically sound investment management, and discipline are the keys to maximizing your long-term wealth, and we adhere to this philosophy religiously.
Unlike many advisors, we never accept commissions so that you know the investments we suggest for your portfolio are right for you, not what would pay us the highest commissions. Our goal is for you to keep and grow more of your hard earned money and provide proper, unbiased wealth management and holistic financial planning. Our portfolio construction methodology is based on academic and practical knowledge accumulated over the past 50 years, and is built to maximize your financial security and long-term returns for the right amount of risk (please see "Change The Way You Think" to learn more).
During our meeting we will go over your investment assets, cash flow/income needs and goals so that we can better assess risk tolerance and asset allocation. I will shortly thereafter I will send you the detailed savings and investment plan to review and ask any questions. Once you approve it, we will start putting the plan in place - if you don't like it, at least you have our professional opinion.
Also, please let me know if you have a previous relationship with one of our advisors so I can direct this to them.
Best,
Dan
Daniel Drallmeier CFP® | Financial Advisor
phone 630.873.8506 | cell 630.805.1218 | fax 630.873.8536
1900 South Highland Ave., Suite 100
Lombard, IL 60148
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This message is confidential and sent by Forum Financial Management, LP (Forum) solely for use by the intended recipient. If you are not the intended recipient, you are hereby notified that any use, distribution or copying of this communication is strictly prohibited. This communication should not be deemed as an offer or solicitation to buy or sell any product. Any 3rd party information contained herein was prepared by sources deemed to be reliable, but is not guaranteed. All electronic communications sent or received are stored and may be subject to review by regulatory authorities or others with a legal right to do so. All communications requiring immediate attention or action by the adviser should not be sent via e-mail, since they may not be acted upon in a timely manner. Forum only transacts business in states where it is properly notice filed, or excluded or exempted from registration/notice filing requirements. The home office of Forum Financial Management, LP is located at 1900 S. Highland Ave., Suite 100, Lombard, IL 60148 phone: 630.873.8520
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