You Built a Business.
But Did You Build a Financial Future?
You’ve spent years building something that works—serving clients, managing a team, reinvesting in growth.
But if you’re like most business owners I work with, your personal financial plan has taken a backseat.
That’s where I come in.
As your Family CFO, I help you protect what you’ve built, design income that lasts outside of your business, and create a smart exit or succession plan—without putting everything at risk or relying solely on your business to fund retirement.
Get Your Custom Financial Roadmap—No Pressure, Just Real Strategy
This isn’t a sales call in disguise. I’m not here to pitch you anything—I’ll simply walk you through options that fit your goals, explain what most people are never told, and leave you with a clear next step—whether we work together or not.
What I See
All the Time
If any of this sounds familiar, you’re not alone:
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You’ve reinvested heavily in your business but haven’t built personal wealth at the same pace
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You’re not sure how to pay yourself in a way that builds long-term financial security
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You plan to sell your business someday—but don’t have a guaranteed income plan in place
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You’re paying more in taxes than you probably need to
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You’ve got insurance or investments, but not a coordinated strategy
Your business might have a CFO,
but who’s playing that role for your family’s finances?
That's where I come in. I act as your Family CFO, helping you:
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Create guaranteed income outside of your business
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Build tax-efficient retirement strategies that protect your lifestyle
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Separate your personal and business wealth—without neglecting either
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Add key-person protection, succession planning, or exit strategies
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Use life insurance and indexed tools for protection, growth, and liquidity
Why It Matters
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Too many business owners find out—too late—that income is not the same as wealth.
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Without a strategy, your future is tied to the health of your business, the market, and the IRS.
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Let’s fix that now—so you can enjoy the freedom you’ve worked so hard to build.
