Forman Investment Services

Forman Investment Services 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

ities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Forman Investment Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Inheriting money can be overwhelming. The most important first move? Don't rush. Once you understand what you've inherit...
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.

formanis.com

Are all parts of your financial life working together?A strong financial plan connects everything. When all the pieces w...
05/27/2026

Are all parts of your financial life working together?

A strong financial plan connects everything. When all the pieces work together, you gain more than a strategy—you gain clarity and confidence. 💪🏼

raymondjames.com

Summer in Columbus, Indiana is packed with fun! From live music and food truck festivals to family events, local art, ou...
05/25/2026

Summer in Columbus, Indiana is packed with fun!

From live music and food truck festivals to family events, local art, outdoor movies, and community celebrations — there's something happening all season long. 🎶🌮🎆

See what's coming up and start planning your summer adventures: https://comeseecolumbus.com/events/

05/23/2026

Take it from Wrigley- it's never too early to start planning for your goals. 🐾
A plan keeps you moving and small, consistent steps can lead to big outcomes.

Our team spent time at the Raymond James National Conference in Las Vegas connecting with industry leaders, exploring be...
05/19/2026

Our team spent time at the Raymond James National Conference in Las Vegas connecting with industry leaders, exploring best practices, and gaining insights to better support our clients’ financial journeys.

We made time for a little fun along the way, too. 🎉

We’re grateful for opportunities to continue learning, collaborating, and growing together to help our clients and their families.

Do you know how your 401(k) actually works?From contribution limits to employer matching, this guide covers the basics e...
05/16/2026

Do you know how your 401(k) actually works?

From contribution limits to employer matching, this guide covers the basics everyone should know.
Worth a quick read 👇

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For more details on these positions:
05/12/2026

For more details on these positions:

The advisor works with a dedicated Relationship Manager who fully owns the client workflow—from scheduling and meeting prep to follow-up and CRM documentation. When this role runs well, the entire practice runs well.

Happy Mother's Day 💐Today we're celebrating all the incredible moms—especially the ones here in our office!
05/10/2026

Happy Mother's Day 💐

Today we're celebrating all the incredible moms—especially the ones here in our office!

Troy, Nick, Cindy, and Maggie are attending the Raymond James National Conference in Las Vegas this week. They're hearin...
05/05/2026

Troy, Nick, Cindy, and Maggie are attending the Raymond James National Conference in Las Vegas this week. They're hearing updates from firm leadership and learning best practices to better serve clients. 👏

Is your financial plan built on data—or your life? 🤔AI can generate options but it can't understand what matters most to...
05/05/2026

Is your financial plan built on data—or your life? 🤔

AI can generate options but it can't understand what matters most to you.

Your financial life isn't just numbers. It's your family, your goals, your values, and your future. Maybe AI doesn't care when you retire, but we do.

The right path isn't always the one that looks best on paper—it's the one that fits your life.

formanis.com
812-378-0730

Address

Columbus, IN

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

https://formanis.com/blog-newsletter/, https://formanis.com/contact-us/

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