Financial Advisor, Social Security, Investment Risk, 401(k) Help

Many people are uncertain about their financial future and feel overwhelmed. I provide a process so you can invest without fear and be confident in living a financially healthy life.

Request an Appointment: Office, Phone or Virtual

How I Work

1. Request an Appointment

2. Discover My Process 3. Execute a Custom Strategy

You don't have to be uncertain or feel overwhelmed about your financial future.

Do you identify with any of the following?

I'm unsure about my financial future.
Is my money invested correctly?
I feel respected when my adviser listens to what I'm saying.
When I'm old, will my health take all my wealth?
I wish I knew my potential for investment gain or loss during the next 6 months.

Request an Appointment: Office, Phone or Virtual

You don't have to be uncertain or feel overwhelmed about your financial future. I provide a process so you can invest without fear. I've spent the last 38 years helping clients live a financially healthy life.

Our Planning Process

Review A Video Of My Process

Avoiding Losses And Achieving Potential Gains

Review A Video Of My Process

Client Satisfaction Agreement

I work with clients from various localities. We can meet by phone, virtually in the comfort of your home/office or at my office.

Your first strategy session is at no charge and will take 30-60 minutes.

Review Our Agreement Including Planning Cost

Start Talking, Stop Guessing Schedule an Appointment

Create A Free Financial Planning Account Before Scheduling An Appointment

Wayne Fourman

(937) 548-5035

wayne.fourman@cfdinvestments.com

You don't have to be uncertain or feel overwhelmed about your financial future. I provide a process that gives you confidence in living a financially healthy life.

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.