helping you sort through the many issues that affect your financial well being
  Arlene R. Foreman
  Fee-Only Professional Fiduciary/Independent Trustee
Certified Trust & Fiduciary Advisor
Chartered Financial Consultant®
Master of Science in Financial Services
Chartered Life Underwriter®
Arlene R Foreman financial planning consultant of Ft Meyers, FL

Arlene R. Foreman

10091 Colonial Country Club Blvd.
Fort Myers, FL 33913-70118
Phone: (239) 826-4588

View Arlene  Foreman, CLU, ChFC, CFP(r), CTFA(tm)'s profile on LinkedIn

It's For You - The Service

Estate planning addresses areas of your financial life that relate to your situation.

  • Retirement planning
  • Government benefits
  • Employee benefits
  • Retirement plan distributions
  • Estates, wills & trusts
  • Cash flow needs
  • Taxes
  • Insurance & annuities
  • Inflation
  • Alternative housing
  • Long-term care planning
  • Special family concerns
  • Special needs situations

Arlene provides a broad range of personalized financial experiences to help you sort through the many issues that affect your estate plans.

The approach Arlene uses looks at what you want, what you have, and what you might do.  Whether you are looking at short-term or long-term issues, her thrust is to help you understand the alternatives available so you can make informed decisions.  

In select situations, Arlene is available to serve as a Professional Fiduciary:

  • Personal Representative for an estate
  • Trustee
  • Successor Trustee
  • Attorney-In-Fact under a Durable Power of Attorney.

Most importantly, Arlene works with you and all of your advisors – attorney, accountant, banker, broker or other investment advisor – to be sure everyone is working together as a team for YOUR benefit.

Certified Financial Planner Board of Standards Inc. owns the
certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and
ongoing certification requirements.

The marks CLU® and ChFC® are the property of The American College and may be used by individuals who have successfully completed the certification requirements for this designation.

The CTFA™ designation is awarded by the Institute of Certified Bankers, a subsidiary of the American Bankers Association.

      Arlene is NOT an attorney, registered investment advisor, or financial planner.   Financial Planning Association - Proud Member since 2010
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