Life has become more complex and it is difficult to be an expert in every aspect of your financial life. Simply keeping track of it all can be overwhelming and time consuming. Would you like to feel confident that you have done everything you can to grow, protect, and transition your wealth? We can help, and this is why we have worked so hard to create a unique process called the Coordinated Financial Overview or CFO Process.
Since our inception in 2002, our team of highly educated and credentialed professionals have worked hard to distinguish our firm. As a team, we have perfected the client experience we now call our CFO Process (Coordinated Financial Overview). This process is designed to educate and empower you to feel comfortable spending, saving, giving, and living the life you want to live.
Since our inception in 2002, our team of highly educated and credentialed professionals have worked hard to distinguish our firm. As a team, we have perfected the client experience we now call our CFO Process (Coordinated Financial Overview). This process is designed to educate and empower you to feel comfortable spending, saving, giving, and living the life you want to live.
Services
Quite simply, helping people. The financial language that we speak is often not taught in schools. When you combine the foreign languages of investments, tax, and the legal system into the world of financial planning, it can often be difficult to interpret. We are extremely passionate about educating our clients on how it works.
This meeting is a chance for you, as a potential client, to meet with our team and learn more about who we are, what we do, how we work with our clients, and how we are compensated. It also gives us a chance to listen carefully to your goals and learn what is important to you and your family. You do not need to bring anything, and there is no cost.
Our partners have worked tirelessly to develop a process of managing corporate retirement plans, to the point that we named it the Coordinated Fiduciary Overview, or CFO Process. This process focuses on improving the financial lives of you and your employees and putting a process around the fiduciary responsibilities that we face today.
Knowing who to turn to when dealing with aging issues can alleviate stress and provide peace of mind. When your employer asked how much you wanted to contribute to the retirement plan, what did you decide? Adjusting an aging parent's living situation during a crisis is hard, but it's easier with a plan.
Retirement Plans: Our fee ranges from 0.25% to 0.50% depending on the assets in the plan, number of employees, type of plan, and number of locations. We charge the same regardless of which record keeper we use. We are able to work with most record keepers such as but not limited to: Vanguard, American Funds, John Hancock, Fidelity, T. Rowe Price, Transamerica, Voya, Principal Group, ADP, Charles Schwab, TD Ameritrade, and many more.
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