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Financial Planning

We provide financial planning linking all your accounts with our online RightCapital client portal making your life easier, and your financial future clearer.

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Fact-Based Investing

People come to us who believe the “set it and forget it” approach may not be the path to growing and protecting their investments.

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Wealth + Health Planning

When you’re young, it takes your health to make your wealth. When you get old, it takes your wealth to keep your health. 

Copyright © 2018 Wayne R. Fourman

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Social Security Planning

When's, is the right time to start collecting your Social Security benefits? Take a look at some strategies and start thinking about what will work best.

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Find A Lost Account

Employer plans can transfer a 401(k) account without your consent.

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Five Basics Of Financial Literacy

An interactive way to learn financial basics

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Helpful Content

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.