Why I Became a Financial Advisor
My wife’s father had unfortunately passed away from early-onset Alzheimer’s shortly after we married and I had witnessed my brother-in-law’s help with not only our own financial plan and how their father’s passing impacted it, but how he helped his father and his entire family’s financial picture before and after he had passed. That resonated with me. I have decided I want to help advise my connections, no matter the age or income, in having a financial plan in place and hopefully being better off and prepared for major life events. My goal is to help simplify understanding the complexity involved in a financial plan, and how it translates to helping achieve short-, medium- and long-term goals. Whether they be financial or personal.
FORUM ARTICLES & INSIGHTS
Kyle Schroeder joined Forum Financial Management in 2020. Prior to joining Forum, Kyle served as an associate for Prospect Partners, LLC, where he engaged in the due diligence and execution of leveraged recapitalizations of middle-market businesses. As an investment banking analyst for Bank of America Merrill Lynch, he was involved with debt and equity capital offerings and mergers and acquisitions of automotive and industrial companies.
Kyle has experience in transactional analysis and financial modeling of business opportunities as well as managerial/administrative decision making. At Forum, he interfaces with management teams and key personnel, manages internal projects and connects with contacts throughout the industry.
Kyle is a CERTIFIED FINANCIAL PLANNER™ professional. He earned a bachelor of business administration in finance and economics from the University of Iowa in December 2014.
Kyle values spending time with his wife and son. He lives in the Chicago suburbs. Kyle enjoys cooking, running, playing golf and following Iowa Hawkeye sports.
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.