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 Strategy

Your estate plan pulls together all aspects of your financial life. With that, every aspect is viewed in the context of YOUR goals.

Because developing your estate plan begins with discovering those goals, clarifying your objectives, and setting priorities – the plan that results is YOURS – tailor made for YOUR situation.

When your attorney drafts your estate planning documents, you may still find yourself asking:

  • Do I have all of the things that my family will need if anything happens to me?
  • Do I really understand HOW that will happen?
  • Do I know – and understand – what my employer, government and insurance benefits are and how they will be paid out?
  • Do I understand what my advisors are saying, and how everything works?
  • I’m so far away from my folks, and they need someone to help them; but who?
  • Do I have piles of papers that I know are important, but I don’t know what to do with them?  Or care?
  • Am I doing the right thing?
These are examples of the types of questions Arlene addresses.  Arlene is particularly experienced in, and attuned to, the unique and sensitive concerns of retirees and their families - especially where adult children are located in other areas.  Arlene can be viewed as a "surrogate daughter" and, selectively, will serve as a Professional Fiduciary (as Trustee, as Personal Representative for an estate, or under a Power of Attorney).

Arlene can help you get your finances organized – and strategized!

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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