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How I Work

Discover My Process to Make Sure You Never Run Out of Money in Retirement

Execute a Personal Strategy

Request an Appointment: Office, Phone or Virtual
What will the lack of financial guidance cost you?

What will the lack of financial guidance cost you?

  • Protected Lifetime Income

  • Increased Investment Risk

  • Reduced Social Security Income

  • Additional Income Tax

  • Financial Security

Request an Appointment: Office, Phone or Virtual

Will your money outlive you, or will you outlive your money?

Achieving Potential Gains And Avoiding Losses

Achieving Potential Gains And Avoiding Losses

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Client Satisfaction Agreement

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 The Agreement Including Planning Cost

Wayne Fourman

Your Financial Process Guide

(937) 548-5035

wayne.fourman@cfdinvestments.com

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

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