Forman Investment Services

06/21/2026

Happy Father's Day! 💙
Today we celebrate and show appreciation to all of the hardworking dads- especially the ones here in our office!

06/19/2026

A financial advisor brings what technology can't: emotional disipline during uncertainty, real-life context behind every decision, and acting in your best interest to keep your long-term goals on track.

AI is a tool. We provide a strategy that has your family and your future in mind.

https://formanis.com/about-forman/

06/16/2026

Smart giving goes beyond writing a check.

The right charitable strategy can help you:
• Maximize your impact
• Improve tax efficiency
• Involve your family in your legacy

When your giving strategy aligns with your financial plan, everyone benefits.

raymondjames.com

06/11/2026

The right advisor isn't just about investments—it's about having a partner who understands your full financial picture and helps you make confident decisions. 🫱🏼‍🫲🏼

https://formanis.com/how-to-find-the-right-financial-advisor-in-columbus-indiana/

06/07/2026

Financial Planning is about bringing all of the pieces together so that your plan works better for your future.

06/03/2026

Inheriting money can be overwhelming.

The most important first move? Don't rush. Once you understand what you've inherited, then a clear plan can be built.

We break down what to do (and what not to do) in this month's blog.

formanis.com

05/27/2026

Are all parts of your financial life working together?

A strong financial plan connects everything. When all the pieces work together, you gain more than a strategy—you gain clarity and confidence. 💪🏼

raymondjames.com

05/25/2026

Summer in Columbus, Indiana is packed with fun!

From live music and food truck festivals to family events, local art, outdoor movies, and community celebrations — there's something happening all season long. 🎶🌮🎆

See what's coming up and start planning your summer adventures: https://comeseecolumbus.com/events/

05/23/2026

Take it from Wrigley- it's never too early to start planning for your goals. 🐾
A plan keeps you moving and small, consistent steps can lead to big outcomes.

05/19/2026

Our team spent time at the Raymond James National Conference in Las Vegas connecting with industry leaders, exploring best practices, and gaining insights to better support our clients’ financial journeys.

We made time for a little fun along the way, too. 🎉

We’re grateful for opportunities to continue learning, collaborating, and growing together to help our clients and their families.