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Family CFO, Inc.

A Chief Financial Officer for you and your family.

We provide personalized, confidential, financial planning and investment management.

Advice is provided through consultation with you and may include:

  • determination of financial objectives
  • identification of financial problems
  • cash flow management
  • tax planning
  • insurance review
  • investment management 
  • education funding
  • retirement planning
  • estate planning
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