Our "Personal CFO" service will simplify your life and empower you to gain financial independence. Most advisors just want to manage your money or sell you products. Our "Personal CFO" service helps you proactively plan and coordinate all of your financial affairs, simplify your life, and empower you to gain financial independence.
We only work with physicians and executives. We understand the unique challenges that you face and can provide the solutions that you need. CFP Professionals are fiduciaries that meet rigorous education, training, and ethical standards. Maybe this is why only 28% of all financial advisors hold the CERTIFIED FINANCIAL PLANNER designation.*
We only work with physicians and executives. We understand the unique challenges that you face and can provide the solutions that you need. CFP Professionals are fiduciaries that meet rigorous education, training, and ethical standards. Maybe this is why only 28% of all financial advisors hold the CERTIFIED FINANCIAL PLANNER designation.*
Services
Choosing someone to oversee your financial affairs could be one of the most important decisions you ever make. I decided to establish an independent financial services company after years of witnessing clients charged excessive fees and receiving little value in return. Please contact us to experience what it is like to have your own "Personal CFO".
Our philosophy is simple. We want to provide you with proactive advice that helps you obtain better outcomes and live a better life. We realize that physicians and executives work long hours, are under a lot of stress, and sometimes on call. Most want to delegate their financial planning to someone else so they can focus their free time with family, friends, and on their business.
Our "Personal CFO" service will help you proactively plan and coordinate your financial future. We will start by asking questions and listening. This helps us gain a thorough understanding of where you are now, where you want to go and develop a personalized plan to get you there. We want to help you make smart financial decisions, so you can lead your ideal life, worry-free.
Tushingham Wealth Strategies works specifically with physicians & executives who want a "Personal CFO" to oversee all of their financial affairs. You work hard to ensure the success of your business, practice or corporation. This can leave little time to proactively manage your personal finances. Our Personal CFO service will help you make smart financial decisions, coordinate plan actions with a team of experts and simplify your life.
The best-laid plans are useless if you don't have the necessary investment returns to get there. Our "Personal CFO" services incorporate wealth management to help protect and grow your assets. We utilize a disciplined investment process to help assess risk in your portfolio and opportunities in the markets.
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