5900 SW 73RD ST., SUITE 300
SOUTH MIAMI, FL 33143

SOUTH
MIAMI

Forum Partner David Smith builds financial plans with an emphasis on the big picture. For David and his team, the strongest plans are built through a collaborative process with a financial advisor and other professionals, so that nothing is left in isolation. The Forum South Miami office works with clients throughout South Florida and along the Eastern Seaboard.

Miami Night Palm Trees
FORUM FINANCIAL MANAGEMENT

DISCOVER THE PEACE OF MIND THAT COMES
WITH FINANCIAL CONFIDENCE

“People often come to an advisor because of a change of circumstance, something they are concerned about. An advisor should be able to tell them definitively what is in their best interest. I think clients appreciate the confidence and clarity.” — Forum Partner David Smith

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Raleigh Smith

Financial Advisor

South Miami, FL 33143
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My Story
Forum Financial Partner David Smith

David Smith

CLU, ChFC, CFP® | Partner

South Miami, FL 33143
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Forum Financial Client Service Associate Paola Corrales

Paola Corrales

Client Service Associate

South Miami, FL 33143
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My Story
Forum Financial Client Service Associate Karen Caselli

Karen Caselli

CFP® | Client Service Associate

South Miami, FL 33143
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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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