Your Financial Dream Team.

Unlike most financial "counseling" organizations that offer a "one-size-fits-all" program, The Forum Groups are a consortium of five companies that work in tandem with one another. They build a long-term relationship between you and a "Dream Team" of financial experts. Your personalized team includes:

• Financial Analyst
• Tax Strategist
• Portfolio Manager
• Mortgage Equity Manager

Financial Management

Step 1: You begin by working with a Financial Analyst from the Financial Forum Group. Based on your responses to the Lifestyle Management Profile, he will design a customized "Financial Blueprint" that lists your identified goals and outlines a strategy for accomplishing those dreams.

Personal Finance
Step 1: Your Dream Team will create a detailed plan showing how you can reach your objectives through a customized Financial Blueprint. This “Road Map of Success” gives you a written, detailed Financial Plan and definitive steps guiding you to further success.

Tax Management:
Step 2: Your Personal Tax Strategist from the Tax Forum Group, Inc. will assist you in receiving excess taxes, significantly reduce your current taxes and generate additional cash flow through converting personal expenses into tax deductable business expenses. Part of the tax management includes a tax seminar filled with valuable and information methods of reducing your taxes permanently.

Equity Management
Step 3: Mortgage & Equity Management - Your personal manager will help you convert non-taxable consumer expenses into tax deductable expenses; plus, through Tax Management you will recover the taxes paid on those expenses.

Real Estate & Property Management
Step 4: Realty Forum Group, LLC. - Unconventional thinking creates extraordinary results. Our proven program allows you to accumulate Real Estate properties for your investment portfolio and not sell existing properties to accomplish this. We provide an exceptional low cost Property Management program whose sole focus is to manage cash flow, increase equity and counter leverage properties.

Risk Management
Step 5: Risk Management - Insurance Forum Group, LLC. Home owners, auto, liability and life insurance are necessary and when needed play a vital role in your financial plan. As broker representing numerous companies, we find that those contracts minimize cost and provide the maximum benefit for your expended dollar.

Lifestyle & Retirement Strategies

Summary: Our business is the business of optimizing your current life style so you can retire and maintain that life style. You need to have an asset base that will increase your level of life style in order to maintain that life style. We do this by:

• Minimize Taxes
• Increase Cash Flow
• Increase Disposable Monies
• Create a Solid Foundation for Retirement

Retirement Planning & Action Steps

• Increase your Real Estate Portfolio
• Wall Street creates more companies ever day.
• Nature is not adding more dirt any day.
• In the laws of supply and demand, which has greater demand for the future?

Self Directed IRA’s

You take control of your future with your money. We provide counsel; you make your decision for your objectives.