A Personal CFO for Your Retirement
It’s understandable that people are confused on how they benefit from working with a financial advisor.
Some advisors pick stocks or mutual funds.
Others sell products like annuities or insurance.
Some advisors do much, much more.
I work as my client’s Chief Financial Officer (CFO).
What is a Chief Financial Officer (CFO)?
A Chief Financial Officer (CFO) is a senior executive who is responsible for the overall planning and management of a company’s financial affairs. A CFO (working for the CEO) is responsible for the planning, implementation, managing and running of all the financial activities of a company, including planning, budgeting, forecasting and negotiations.
As a Personal CFO I work for you, the CEO of Your Retirement.
What’s it like to have a Personal CFO for your retirement?
As your Personal CFO I will help you:
Know where you “stand”
Help you determine where you want to “go”
Work with every step of the way to get you there
Great planning and execution are key to a financially stress-free retirement.
Why is working with a Personal CFO different?
I advise on all financial strategies, approaches and decisions, not just investments.
As your Personal CFO I lead the development, evolution and implementation of your retirement plan including advising on planning, income, forecasting, estate, tax, risk reduction, longevity and investment strategies.
We will work together to:
Determine a plan to reach your financial goals
Maximize your money & minimize the taxes you pay
Avoid planning & investment mistakes
When you receive proactive and comprehensive advice you’ll have the clarity to retire with confidence.
Are you ready to learn more about working with a Personal CFO for Your Retirement? I know that taking the first step can be the hardest, that’s why I’ve made it as easy as possible. Just click here to schedule a Free No-Obligation Personal CFO for Your Retirement Introduction Call with me and get started towards your retirement success.
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John R. Bubello is an investment advisor representative of and offers investment advisory services through Compass Retirement, LLC, a registered investment adviser offering advisory services in the State of Connecticut, State of Florida, State of North Carolina and other jurisdictions where registered or exempted.