Why I Became a Financial Advisor
I compiled my knowledge of different aspects of financial planning through personal experiences meeting with my father’s money manager and subsequent work with my uncle, a CPA who owned his own accounting practice. While still in college, I spent my spare time reading tax books and calling my uncle to discuss accounting and financial planning concepts. When I learned that financial planning includes not only the analytical parts of planning but also hinges on developing connections and building relationships, I decided to become a financial advisor.
Jack Grzenia joined Forum Financial Management in 2016. He currently serves as a Financial Advisor.
Jack feels it is crucial to connect with his clients on a personal level. He believes that once you begin to understand a person’s history and where they currently are in life, it is easier to help guide them to where they want to go. Jack recognizes that many people are left behind in the financial services industry when seeking assistance with their financial goals, so it is his goal to help hard-working people regardless of their circumstances.
Jack earned a bachelor’s degree in animal science from Southern Illinois University in Carbondale.
MY ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.