The Personal CFO Service spans from the very basic to the complex, and the firm’s services are tailored to meet each client’s needs and budget while striving to realize their personal financial planning goals.
As your personal CFO, the firm will act as a discrete, well-informed single point of contact that can orchestrate , integrate and oversee the moving parts of your finances. Services range from periodic meetings to complete financial management which includes the planning, execution and management of your customized financial plan.
Services available include:
- Cash and Debt Managment
- Retirement Plan Funding
- College Funding
- Insurance Analysis
- Income Tax Planning
- Divorce planning
- Portfolio Management
- Employee Benefit Analysis
- Retirement Income & Distribution Planning
- Estate Planning
- Lease vs. Purchase Analysis
