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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

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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.