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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. 

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

  • Confidence In Your Financial Future

Request an Appointment: Office, Phone or Virtual

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

Avoiding Losses And Achieving Potential Gains

Avoiding Losses And Achieving Potential Gains

Review A Video Of My Process
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 Our 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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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.

FREE GUIDE: DON’T PANIC

When the market fluctuates, it can feel like being on a neverending rollercoaster ride. Download our free ebook, "Don’t Panic,” to learn why market volatility isn’t as scary —or uncommon— as it seems.



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