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For Our Police Officers
Our police officers put their lives on the line every day.  The stresses and responsibilities that are specific to this line of work, often times causes retirement planning to be put on the back shelf.  

There are specific retirement plan and pension factors that are specific to your city's benefits plan.  We have the experience and knowledge needed to advise you on what are the best options for you.  Allow us to come along side you and protect your retirement future, as you focus on protecting those around you.


Contact Us for an Initial No-Cost Retirement Review.
For Our Firefighters
Our Firefighters serve our community with selfless acts every day.  We want to repay that service with the high level service that is a staple at Forum Wealth Management.  There are many features in your city's benefit plan that can both be confusing and at the same time, are very important to the success of your retirement.  We have the experience and knowledge of your plan needed to provide you with the appropriate recommendations to help you reach your goals.

You think of other first, let us put you first.
 

Contact Us to schedule an Initial No-Cost Retirement Review.
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 The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.

The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, IL, KS, MD, MA, MI, MN, NV, NJ, OH, PA, TX and WA.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, IL, KS, MD, MA, MI, MN, NV, NJ, OH, PA, TX and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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