What is a Personal CFO? 

The Personal CFO Service allows the financial planners at our branch to act as the Chief Financial Officer of your own "personal company".  Much in the same way that a CFO of a company would control the finances of a business and report to the CEO, we monitor your personal finances allowing you the freedom to concentrate on making the decisions which are important to you.

What services does Personal CFO provide?

Debt Management Strategies:  Provide advice on the appropriate timing to pay off or pay down debt (such as student loans), while still allowing you to stay on track in planning toward achieving your short term and long term objectives.

Personal Financial Strategies: Determine the best investment approach based on your unique risk tolerance and financial goals.

Insurance Planning:  Develop insurance strategies, such as Life, Long-Term Care & Disability to help ensure that your family is prepared to meet future financial obligations.

Cash Flow & Cash Management: Strategies to try to ensure that you have the available cash to meet your income needs as well as other obligations (purchase of a car, etc.).

Financing Strategies: Assist you in evaluating and acquiring financial options for significant purchases such as home buying or re-financing.

 Click here to request more information  cindy.edwards@lpl.com

Knowledge.  Integrity.  Service.