WHAT’S A PRIVATE CFO®?
The term financial advisor is so passé. Today, you have become the CEO of your family finances. What does every good CEO need by their side . . . a CFO. oXYGen Financial has truly innovated the financial advisor model by creating a new role called The Private CFO®. Here are the three roles we play in your life.
Controller Role
- Manage the balance sheet (net worth)
- Help maximize your family profit and loss
- Create a family budget, shop bills
- Help minimize federal and state taxation
Treasurer Role
- Install investment management plan
- Review all insurance plans for the family
- Determine best benefit choices at your company
- Create smartest overall debt structure
Strategist Role
- Install CEO personal online financial dashboard
- Decide company goals, objectives, & benchmarks
- oXYGen GPS™ management system
- Forecasting and tracking
TIME IS YOUR MOST PRECIOUS COMMODITY
In our model created over eight years ago, you can use one of our Private CFO®’s for financial planning and advice for free. You can also choose to use our personal financial dashboard technology services for a monthly fee. We can handle simple questions about budgeting, refinancing, or buying a new car. We can solve complex tax management and investment problems. We can give you the very best advice for your family because we don’t represent any product companies. . .we represent only YOU. So, isn’t it time you started to breathe easier® about life and learned more about what an oXYGen Financial Private CFO® can do for you.
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Contacts
For more information please contact oXYGen Financial at:
- Email Us
- (800)355.9318
- Alpharetta Office: (770) 777-0427
- Buckhead Office: (678) 222-2320
- Get Directions