Wouldn't it be nice if all you had to do was pursue your passions, enjoy your family and not be burdened with making sure your financial life is in order?
As your personal "Chief Financial Officer," we take care of your complete financial life. We provide and manage all aspects of personal financial planning (investments, insurance, retirement, estate, college funding, tax planning, etc.). As your business office, we handle all the day to day needs of your personal and business finances. We collect your income, pay all your bills, manage your cash flow, assist you in the purchase or sale of real property, cars, or whatever life brings.
Are you making sure that you are saving all the taxes you can? Are you properly insured for life, disability, long term care, property, autos, jewelry, artwork? Have you ever incurred late charges? Do you really watch your investments to make sure they are performing properly? Do you have too much money not earning interest? Have you maximized your tax deductible retirement plans? Are you taking advantage of all the available college savings plans? Have you prepared your wills and other estate documents? If so, have you reviewed and updated them as your life changes over time?
Not paying attention to these things can potentially cost millions of dollars lost to the government. We make sure all these important financial matters are done. You'll sleep like a baby knowing everything is handled. All you have to focus on is making money and enjoying life!
Unlike other business management firms that charge 5% of your income which we think is ridiculous and unfair, we charge very reasonable flat monthly fees. Our fees are generally deductible so the government is helping you pay this.
Please call us to find out more!
