Why I Became a Financial Advisor
I want to be able to best serve our clients in as many financial ways possible to provide optimal planning and tax savings. With so many variables in our world, it makes it imperative that we plan for as many risks and obstacles as possible for clients to have a chance at reaching their goals.
MORE ABOUT JASON
Jason Forrester, CPA, CGMA joined Forum Financial Management in 2018 as a Financial Advisor. Prior to joining Forum, Jason was a tax manager for Bland Garvey, PC where he prepared corporate, partnership and individual tax returns and accounting for high net worth clients. Jason has more than 20 years of experience in tax preparation, asset protection and estate planning, business accounting and consulting, business valuations and financial planning. He left Bland Garvey to form Forrester & Associates, PC (now Forrester | Morgan, PC) where he continued to serve high net worth clients and expanded the practice to include advising services.
Jason is a member of the American Institute of Certified Public Accountants. He holds a master’s degree in accounting and international business and a bachelor’s degree in government and politics from the University of Texas at Dallas in Richardson, Texas.
A devoted husband and father to two daughters and a son, Jason enjoys traveling with his family, camping, hiking and hunting.
FORUM 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.