We work with a select group who value time, family, and recreation, and need today's investment, tax, and estate planning complexities coordinated for them.
Forman Investment Services is an independent boutique practice that uses a team approach to share comprehensive wealth management with you. We work with a select group who value time, family, and recreation and need today's investment, tax, and estate planning complexities coordinated for them. Forman Investment Services was founded in 1999, associating with Raymond James Financial Services. Secur
07/17/2026
When you sell an investment or asset for more than you paid, the profit is called a capital gain.
Understanding capital gains can help you make more informed investment and tax decisions for your long-term financial future.
07/08/2026
Tax planning isn't just for tax season.
We offer personalized tax planning services designed to help you keep more of what you earn.
Learn more at the link: https://formanis.com/video-tax-planning-service/
06/30/2026
Tired of wondering if you're on the right path?
When you have clarity, it's easier to move forward with confidence.
We help you understand where you stand—so you can spend less time wondering and more time living the life you're working toward.
formanis.com
06/25/2026
An inheritance can become a source of long-term financial confidence but can also bring uncertainty.
A smart strategy today creates confidence tomorrow. Pause, plan, protect.
Read the full blog : https://formanis.com/what-to-do-when-you-inherit-money/
06/21/2026
Happy Father's Day! 💙
Today we celebrate and show appreciation to all of the hardworking dads- especially the ones here in our office!
06/19/2026
A financial advisor brings what technology can't: emotional disipline during uncertainty, real-life context behind every decision, and acting in your best interest to keep your long-term goals on track.
AI is a tool. We provide a strategy that has your family and your future in mind.
https://formanis.com/about-forman/
06/16/2026
Smart giving goes beyond writing a check.
The right charitable strategy can help you:
• Maximize your impact
• Improve tax efficiency
• Involve your family in your legacy
When your giving strategy aligns with your financial plan, everyone benefits.
Choosing the right charitable giving vehicle for your goals raymondjames.com
06/11/2026
The right advisor isn't just about investments—it's about having a partner who understands your full financial picture and helps you make confident decisions. 🫱🏼🫲🏼
https://formanis.com/how-to-find-the-right-financial-advisor-in-columbus-indiana/
Financial Planning is about bringing all of the pieces together so that your plan works better for your future.
06/03/2026
Inheriting money can be overwhelming.
The most important first move? Don't rush. Once you understand what you've inherited, then a clear plan can be built.
We break down what to do (and what not to do) in this month's blog.
June 2026: What to Do When You Inherit Money - Forman Investment Services formanis.com
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