CFO4Life

CFO4Life is always motivated by a focus on you and your financial security. We understand the importance and value of time. That is why, by managing and organizing all your financial affairs, we can give you more time to do what is important to you.

CFO4Life, brings in-depth insight and a successful approach to the financial services industry. We seek opportunities to maximize wealth through strategies guided by fundamental research, disciplined valuation techniques, and a long-term approach.

Our specialized and comprehensive services include:

Family Planning & Goals - Includes debt management solutions, discovering personal goals, basic cash flow planning, and a plan for preparing for large expenses such as college, vehicles, weddings or a new home.

Investments - Includes identifying risk tolerance, identifying financial goals, assistance in 401(k) allocations, analysis of current investments and we ensure assets are properly diversified.

Risk Management (Insurance) - Includes review of current asset risk exposure and implementing asset protection strategies in regard to estate planning. In addition we’ll take a look at family protection in event of death or disability, asset protection from long term care needs, and review your property & casualty coverage.

Retirement Planning - Includes pinpointing your desired retirement date, goals for what retirement looks like, ensuring retirement plan opportunities are being maximized, planning for adequate retirement income, managing government benefits, i.e., Social Security and Medicare. In addition we can project the impact of an early retirement and develop strategies for pensions and other qualified plans.

Employee Benefits - Includes stock option analysis, executive compensation, pension max plans and assisting with benefit selection process to maximize your company’s benefit offerings.

Estate Planning - Includes a plan to reduce estate taxes, implementation of various strategies to seek to mitigate tax and asset reduction risk, ensuring appropriate documents are in place, and facilitate estate plan meetings with heirs.

Tax Planning - Includes a plan to maximize all opportunities for tax deferral, long-term tax reduction strategies, managing estimated tax payments, alternative minimum tax planning and year-end tax planning.

CFO4Life offers individuals and businesses unparalleled service in investment portfolio management and financial planning. With over 100 years of collective professional experience, our dedicated team of Certified Public Accountants, Certified Financial Planners®, and MBAs provides personalized and comprehensive guidance for wealth management.

Third party posts found on this profile do not reflect the views of CFO4Life and have not been reviewed by CFO4Life as to accuracy or completeness.

Materials provided on this page are for informational purposes only, and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Any opinions expressed by CFO4Life are based on economic or market conditions at the time the material was written and are subject to change. CFO4Life makes no guaranty of the accuracy or completeness of information obtained from third party sources and accepts no liability for any direct, indirect or consequential losses arising from the use of any information presented. CFO4Life does not provide tax or legal advice, and nothing contained herein should be taken as legal or accounting advice. Individuals should seek such advice based on their particular circumstances from a qualified tax or legal advisor.