WHAT’S A PRIVATE CFO®?

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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.

Learn How To Start Making Work Optional Today

Services

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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
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 737-443-7101.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Kestra IS and Kestra AS makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is Kestra IS and Kestra AS liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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