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

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Arlene R. Foreman’s firm Disclosures and Privacy Notice

Please visit my News & Videos page for more news items and videos.

When you click on any of the resources below, you will be opening a new window that goes directly to that web site.  While these resources may be helpful to you, Arlene has had no input to their creation, accuracy or currency, and does not endorse them.

Financial Planning Association (FPA) Resources

Why A CFP® Professional?
Questions to Ask a Financial Planner
Code of Ethics
Home: Where the Business Is
Gifting:A Win-Win Proposition
The Growing Public Sector Pension Gap
Things you’ll want to know as you work through the financial planning process

CFP® Board of Standards

Terminology & Credentials
The Financial Planning Process
How To Choose A Planner
Consumer Guide to Financial Defense
Standards of Professional Conduct

American Association of Retired Persons (AARP) Financial Adviser Questionnaire


Social Security Benefit Estimator (be sure to read the “How to move around in this application” instructions so you won’t be frustrated)
When to Start Receiving Social Security Benefits
Will You Save By Refinancing?
Financial Calculators (auto, home equity, mortgage, credit card, retirement, tax, insurance, investment, personal finance, savings, debt management, small business)
Inflation Calculator
Life Expectancy Calculator
Foreign Exchange Rates


Finding Missing Money
Annual Free Credit Report
Personal Care Planning: Aging With Dignity
Internal Revenue Service
Checking out a business or charity
Lee County, Florida Property Appraiser
To check out whether an email you receive is true or a hoax

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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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