Financial Advisor, Social Security, Investment Risk and 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 living a financially, healthy, secure life.

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How I Work

1. Request an Appointment

2. Discover My Process 3. Execute a Custom Strategy

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

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

Our Planning Process

Review A Video Of Our Process

Avoiding Losses And Achieving Potential Gains

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Client Satisfaction Agreement

We work with clients from various localities and allow them to meet with us virtually in the comfort of their own homes/offices or at our office when it is convenient for them.

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

Many people are uncertain about their financial future and feel overwhelmed. I provide a process that gives you confidence in living a financially, healthy, secure 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.