Basic Information
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Company
Forum Financial Management, LP -
Mobile phone
(720) 779-3099 -
Email
tsmith@forumfinancial.com -
What is your "why"? Why do you do what you do?
I have always had a natural interest in personal finance that stems from the money messages my father instilled in me growing up. He taught me that money by itself will not make you happy, but rather it is a tool that creates choices and opportunities.
It’s the best feeling in the world when I can help individuals confidently retire years before they thought possible or show clients why they can afford that dream vacation with their family or friends.
Accumulating and preserving wealth is important, but I get the most satisfaction in helping people use their wealth for something that is truly important to them and their family. Only after having a deep understanding of their personal situation, can we then address the most important questions or concerns about their financial lives. -
About me
Prior to joining Forum, he was a lead advisor at Stordahl Capital Management where he primarily worked with high-net-worth families and business owners, providing comprehensive financial planning and portfolio management services. Tyler is a licensed Certified Public Accountant in Colorado and spent the first seven years of his career working in EY’s Chicago and Denver offices where he focused on transaction disputes and other forensic accounting related matters. While attending college, Tyler was an enlisted member of the military for six years in the Illinois Air National Guard.
He has five years of experience helping individuals make the important transition into retirement, assisting them by developing a tax-efficient and safe withdrawal plan. Tyler also works with business owners and executives who want to make sure they’re: 1) saving enough for future goals or career changes, 2) invested appropriately to both grow and preserve their wealth and/or 3) minimizing taxes.
Tyler serves on the Member Connections Committee and the Investment Committee at the Colorado Society of Certified Public Accountants (COCPA).
Tyler is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional. He earned a master’s degree and a bachelor’s degree in accounting science from the University of Illinois at Urbana-Champaign. -
Profession
Financial Advisor -
Title
Financial Advisor -
Hobbies and interest
In his free time, Tyler enjoys hiking and skiing in the Colorado mountains with his wife and two young children. He also likes to trail run and search for the perfect IPA at one of the 400+ breweries in Colorado. -
Website
https://www.forumfinancial.com/
Contact Information
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City / Town
Denver -
State
Colorado -
Zip
80220 -
Country
United States -
Special offers to the group
I'm always happy to serve as a resource for any financial planning or investment related questions! -
LinkedIn Profile
https://www.linkedin.com/in/tylerhsmith/
Education
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College / University
University of Illinois at Urbana-Champaign -
Describe How You Would Like To Be Introduced Via Email
I’m taking the liberty of introducing Tyler Smith by way of this email. Tyler is a CPA and CFP, and spent 7 years at Ernst & Young, followed by 5 years as a Lead financial advisor at a retirement planning and asset management firm here in Denver, before joining Forum Financial Management.
Tyler works with families as they try to plan for larger purchases (e.g., second homes or kids’ college), consolidating and managing old retirement or investment accounts, estate planning, retirement planning, and minimizing taxes.
I hope you find this introduction useful, and I’ll leave it up to the two of you to connect further.