Norbert Mindel

JD, CPA, CFP® | Partner
Forum Financial Partner Norbert Mindel

THE DETAILS

Norbert Mindel is known in the financial services industry as an entertaining and insightful public speaker. He is an experienced wealth manager and advisor to high net worth individuals and businesses. Norm is also an estate planner, financial planner, attorney, author and race car driver.

As one of the original Principals of The Terra Financial Companies, he helped grow the original six-person business into a national, multidisciplinary, financial services organization. He led the development of a fee-based, investment advisory platform that reached $3.4 billion in client funds.

Norm is primarily responsible for strategic planning for the firm. He has been instrumental in the substantial growth of the firm’s national clientele. With his background in accounting, law and wealth management, Norm works with business owners to address complex issues such as estate planning and succession planning.

He has appeared on CNBC and WMAQ. Norm has been quoted in numerous publications, and he is the co-author of Wealth Management in the New Economy. In his podcast, School of Hard Knocks Investing, Norm talks about some of the incredible things that have happened on Wall Street with host Dave Goetsch, co-executive producer of “The Big Bang Theory.”

Norm holds a bachelor’s degree in management and finance from the Illinois Institute of Technology and a JD from Chicago-Kent College of Law.

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.

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