When it comes to supporting their favorite causes, people tend to think of writing a check or making a gift by credit card. What about making a donation of life insurance? It’s often overlooked, but can be an excellent gift to a charitable organization.Click here to
Effective January 1, 2019: Lamia Financial Group has joined Forum Financial Management, LP.
Chris, Jeff, Juan, and David have become advisors of Forum, and we will be working with each client to seamlessly transition management of your portfolios to Forum.
Learn more about Forum at www.forumfin.com.