OUR NAME’S SIGNIFICANT MEANING
The best decisions are made through discussion. Financial Forum’s founder, Ron Reynolds, often remarked that important decisions shouldn’t be made alone. He recommended consulting three trusted advisors. Trusted advisors can be almost anyone, like parents, friends, or spouses. Often, though, the expertise of professionals like financial advisors, CPAs, and attorneys is required.
At Financial Forum, we strive to be one of your trusted advisors and to provide a place for these discussions. It is not unusual for our client meetings to include multiple advisors or professionals because we believe that multiple perspectives, opinions, and possible solutions lead to better decisions and outcomes.