Specialized Industries

We are your Personal Chief Financial Officer.

A personal CFO manages your entire personal as well as business financial life. With more choices and options these days in diversifying your assets, comes a plethora of financial institutions and decisions. Our job is to consolidate everything onto one page for you; one website to view your entire net worth, privately and securely. As your personal CFO, we start by determining your needs and your goals; whether it is to exclusively use our bill pay service or to use our expertise in consolidating your entire net worth; you will rest easy knowing that you have a personal CFO.

Cash Management

  • Online Bill Pay
  • Monitoring & Consolidation of Investments
  • Household Employee Mgmt
  • Budgeting - Planning
  • Royalty & Residual Income Tracking
  • Post Production Analysis

Client Interfacing

  • Investment Advisors
  • Financial Planners
  • Tax Practitioners
  • Attorneys
  • Insurance Agents
  • Sports/Entertainment Agents
  • Brokerage Companies
  • Government Agencies
  • Local & State Agencies
  • Purchase & Sale of Assets

Weekly, Monthly, Quarterly & Annual Reporting

  • Cash Flows
  • Financial Statements
  • Net Worth Consolidation

Small Business Management

  • Accounts Receivables
  • Accounts Payables
  • Cash Flow Statements
  • P&L Statements
  • Workers Compensation
  • Payroll

Asset Management

  • Real Estate
  • Jewelry
  • Autos
  • Watercraft
  • Aircraft

Insurance Management

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