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Where do you want to go? We'll get there, together. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Financial Planning

We provide financial planning linking all your accounts with our online RightCapital client portal making your life easier, and your financial future clearer.

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Fact-Based Investing

People come to us who believe the “set it and forget it” approach may not be the path to growing and protecting their investments.

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Wealth + Health Planning

When you’re young, it takes your health to make your wealth. When you get old, it takes your wealth to keep your health.

© 2018 Wayne R. Fourman

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Social Security Planning

When's, is the right time to start collecting your Social Security benefits? Take a look at some strategies and start thinking about what will work best.

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Words of Wisdom

"An investment in knowledge pays the best interest."

Benjamin Franklin

Wayne Fourman

(937) 548-5035

wayne.fourman@cfdinvestments.com

I didn’t set out to be a financial advisor. My first goal after graduating high school was not to be a farmer since I grew up on a farm and became frustrated with repairing farm equipment. Immediately after high school graduation...

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Find A Lost Account

Employer plans can transfer a 401(k) account without your consent.

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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.

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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