Flagship services for professional leaders.
As a seasoned professional or entrepreneur, you’re pretty comfortable. You know your
business and how to approach the issues that drive its success. When it comes to managing
your money, however, you might be less confident – because you understand that a big part of
wisdom is knowing you really don’t know everything.
Our Private CFO services are designed just for successful leaders like you. With only 5 or
10 years left until retirement, we deliver the expertise and dedication you need to take
charge of your financial world and ensure all the components are aligned for a smooth
transition to your next phase.
Clients often come to us with numerous accounts, some tied to current and previous jobs
while others represent personal savings. But with limited time to research strategies and
formulate a detailed plan, assets don’t always work as hard as their owners – even when you
know wise investment choices are critical to realizing your goals.
As your Private CFO, we analyze your portfolio allocation and run rigorous stress tests to
make sure your future is secure. You’ve got more on the line than investments though; we
also address concerns like risk and insurance management, estate plans and all the other
components of a well-developed financial life. In addition, we take the lead role in
coordinating estate planning and other collaborative matters. We make personal calls on your
behalf and attend collaborative meetings with your CPA and attorney, working with you and
behind the scenes with your other advisors to ensure that every detail is complete and
correct.
Private CFO services aren’t right for everyone but for senior leaders, the benefits of an
ongoing relationship with a fiduciary advisor are invaluable. You have access to
professional insight and answers to the questions that pop up every day: Am I on track for
retirement? Which account should I draw from to pay for my kids’ education? How can I
minimize my tax liability this year? What are my best options during open enrollment?
Besides the sophisticated technical analysis, guidance and specific services Private CFO
clients enjoy, many find that a relationship with us means the difference in doing all those
important financial tasks and merely planning to. While we are very accomplished
technicians, we are equally good accountability partners who excel at helping clients get
the job done.
If you’re ready for a customized, supportive and comprehensive approach to financial
management, contact Artisan Financial Strategies today. Let us show you how Private CFO
services can help you worry less and enjoy the rewards of success more.