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 Strategy

A financial plan pulls together all aspects of your financial life into one coordinated plan.  With that, every aspect is viewed in the context of YOUR financial goals.

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

Have you ever found yourself asking

  • Do I have all of the things that my family will need if anything happens to me?
  • Will I be able to afford to retire?
  • Do I know – and understand – what my employer, government and insurance benefits are?
  • 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, 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 a registered investment advisor.   Financial Planning Association - Proud Member since 2010
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