The Personal CFO, Inc. is a Texas corporation that provides financial advice on almost any situation that a family may find themselves. This could be related to asset protection, liability, insurance, investments, debt, real estate, wills and trusts and much more.
Just as companies have accountants, bookkeepers, data entry personnel, ultimately there is a senior officer who they report to, in most cases a chief financial officer.
In a similar way, individuals and families have a multitude of advisers, insurance agents, financial planners, a cpa, an attorney and a bank. However these professionals operate in a vacuum, rarely, if ever consulting each other. The end result is a hodge podge if products and services that may or may not fit together into a comprehensive plan. The personal cfo is a holistic financial adviser/planning firm. We leave no stone unturned.