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

Let’s Put The Pieces Together

Request an Appointment: Office, Phone or Virtual

Investment growth during inflation-market volatility doesn’t have to be puzzling and have you going in circles. We’ll put the pieces together and adjust your plan to current economic trends. I’ll guide you through a portfolio Risk Analysis + Social Security Optimization + a level of Income Protection, + a Tax-Efficient Income Distribution strategy.

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.

Wayne Fourman

Your Financial Process Guide

(937) 548-5035

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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