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

Who IS Arlene R. Foreman

Arlene has

  • counseled major insurance companies on agent education
  • been responsible for all courses for the nation's largest insurance training institution
  • authored publications on risk appraisal and financial planning
  • taught CFP® and CLU® courses
  • garnered eighteen American/international Who's Who listings
  • counseled with individual clients since 1971. 

She is a member of the Lee County Estate Planning Council and the Financial Planning Association.  When you meet with Arlene, you will receive a detailed and comprehensive history of her background and extensive professional, community and social involvements and accomplishments.

The Disclosures which you would acknowledge if you became Arlene's client give you more specific details about Arlene and answers to the questions that various independent organizations (see Want to Know More?) suggest that you ask of potential financial advisors.

Some key factors of note:

- Arlene is totally independent and works for only her clients.
- Arlene is compensated solely by the hour - so that you pay only for the time she actually spends working on your behalf.
- As an independent Professional Fiduciary & Financial Planner, Arlene places your interests above her own.
- Arlene subscribes to two Codes of Ethics: that of the Financial Planning Association and that of the Certified Financial Planner Board of Standards.
- You, her client, have total control; and will be fully involved in all decision making.
- Arlene is a financial planner - and can help you sort through the many issues that affect your financial well-being.

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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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