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 and Privacy Notice are available at this link - and 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 suggest that you ask.
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 a Professional Fiduciary/Independent Trustee, Arlene places your financial interests above her own. |
| - | Arlene subscribes to the Codes of Ethics and Policies of the Financial Planning Association and of the Certified Financial Planner Board of Standards. |
| - | You, her client, have total control; and will be fully involved in all decision making. |
