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.