Personal Financial Officer™
Whether you operate a small or large business, you likely have people who fulfill different roles to keep your business operating. This includes your own role in overseeing your operations and managing your employees. Running a business of any size takes a lot of time and energy, leaving you little to spare for managing your personal finances.
Remaining financially healthy is an important part of keeping any business afloat, and it deserves a constant amount of attention and oversight. Business owners and CEOs who do not have the time, inclination or knowledge to deal with managing their personal finances can turn to a ProVise Personal Financial Officer™ (PFO) program for help.
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What is the PFO™ program and how does it work?
Many large businesses have a Chief Financial Officer (CFO) who is responsible for managing financial affairs. They provide a strategy that helps keep the business in a healthy financial state while the business owner or CEO focuses on the strategy to grow the business.
The ProVise PFO™ program is designed for the business owner(s) and other key employees. We concentrate on the participants’ personal finances so that they can concentrate on the business of the business. For a modest annual fee, we reduce our financial planning fee by 20% and we reduce our asset management fee by aggregating the asset values of each person in the PFO™.
Are you a business owner?
It’s time to talk to a ProVise financial advisor about your financial planning
Our team at ProVise Management Group has decades of experience in creating customized financial plans for a variety of business owners. Our Personal Financial Officer (PFO)™ is designed for business owners like yourself. For more than 30 years, our clients have trusted us with their financial assets and much more. They are people with values and philosophies that are just as important to their operations as their assets.
We strive to respect your values and to develop a personalized financial plan that works best for you and your business.
Contact ProVise today for a complimentary consultation.
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Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.
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Protecting Generational Wealth: Key Tips for Securing a Lasting Legacy
Asset protection is one of the most important, if not the most important, financial planning areas for physicians. However, we’ve found that it isn’t a topic that gets enough coverage in the personal finance community and in today’s litigious environment, it is vital that you have an asset protection strategy.
Health Care Costs in Retirement: The Role of Medicare
As retirement approaches, many individuals embark on a journey to secure their financial well-being and health for the future. One critical aspect of this journey is navigating the complex landscape of healthcare and healthcare costs in retirement. Because Medicare plays a significant role, it’s crucial to understand its many aspects.
When Should Physicians Hire a Financial Advisor?
Physicians’ financial planning is unique, with typically a short time between finishing their training and when they step away from practicing medicine. Less time working compared to other professions generally leads to different rules to becoming financially independent. With such busy schedules of seeing patients and limited time to spare, a way that physicians can make sure they are on the right track and increase their odds of financial success is by hiring a financial advisor. But how do they know the right time to hire an advisor and partner with an expert?
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