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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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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

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.