We offer a true cost-affordable family financial office for busy individuals and business owners in the X and Y Generations. In fact, boomers and retirees love us. If you truly think about it, you are the CEO of a company. That company is your household and all that relates to it financially. In the past twenty years, roles like a financial advisor, stockbroker, insurance agent, or investment consultant were good enough to help you with your financial planning, investment, and insurance needs. Today, with the amount of information that is thrown at you on a daily basis from friends, media, and the internet, you should do what any smart CEO would do with their company: Hire a top-notch CFO to help you manage the business of your family finances. oXYGen Financial launched the role of a Private CFO® to allow individuals and businesses to have someone who is as concerned about growing the balance sheet and the income statement of your company as the CEO themselves.
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