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.

Schedule Your Complimentary Consultation

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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.

MEET YOUR PROVISE TEAM

Our team at ProVise has decades of experience in helping hard workers like you to enjoy your lifestyle today and your retirement years tomorrow. For over 30 years, our clients have trusted us with their financial planning and financial assets.  

If you’re ready to begin living the life you want now and planning for your future retirement, it’s time to talk to a CFP® professional at ProVise. Contact us today to schedule your complimentary consultation.

Nancy Croy, CFP®

Executive Vice President

Susan Washburn, CFP®, JD

Senior Financial Planner

Barbara Dugan, AIF®, CPFA

Retirement Plan Advisor

Schedule a Complimentary Consultation

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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STRAIGHT FROM THE SOURCE

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