ABOUT LOU ANN
Lou Ann Lisack, EA joined Forum Financial Management in 2014 as a Financial Advisor. Lou Ann has more than 20 years of experience in tax and accounting and also serves as an accountant and tax preparer for Tax and Financial Solutions, Inc. in Orland Park, Illinois. She often calls on her experience working with individuals and small businesses in all phases of tax and business planning when helping clients define their financial goals.
As an Enrolled Agent, Lou Ann is credentialed by the IRS to represent taxpayers before the Internal Revenue Service. She earned a bachelor’s degree in accounting from Governors State University in University Park, Illinois and an associate degree in accounting from South Suburban College in South Holland, Illinois.
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.