helping you sort through the many issues that affect your financial well being
  Arlene R. Foreman
  Fee-Only Professional Fiduciary & Financial Planner
Certified Trust & Financial 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

4841 Springline Drive
Fort Myers, FL 33919
Phone: (239) 433-4662

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

Financial Planning - The Service

Financial 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 & budgets
  • Taxes
  • Insurance & certain annuities
  • Inflation
  • Alternative housing
  • Long-term care planning
  • Special family concerns
  • Special needs situations

Arlene provides a broad range of personalized financial planning services, helping you sort through the many issues that affect your financial well-being.

The detailed approach Arlene uses looks at what you want, what you have, and what you need to 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 about your finances.  

In select situations, Arlene goes a step further and 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 a registered investment advisor.   Financial Planning Association - Proud Member since 2010
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