Services

The pCFO Formula

Your Personal CFO services as the resource to assemble and integrate your team of consultants into a comprehensive and cohesive team.

We are your personal CFO- your finances are our business.
We believe in Ongoing Contact and Open Communication.

Your relationship w/ your Personal CFO (us) is Beneficial and Productive

Just as a business employs a CFO to coordinate the many aspects of an organization’s finances, StrongHaven specializes in developing coordinated strategies and customized, tax-efficient strategies for financially successful individuals and families. As your Personal CFO, we seek to bring best-in-class resources and capabilities across financial, tax, legal, and insurance considerations for the purpose of addressing your complex financial needs. We coordinate strategies in a collaborative manner with your other professional advisors to help ensure seamless coordination that places your interests first in these and other areas:

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• Financial Planning

• Retirement Income Planning

• Investment management

• Education Planning 

• Tax Strategies*

• Insurance Planning

• Estate & Legacy Planning

• Philanthropic/Charitable Giving Trust Services**

• Executive Compensation Planning

• Business Succession Planning

*Tax services are not offered by StrongHaven, LPL Financial, or affiliated advisors.

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**LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial

WEALTH PLANNING

What is personal financial planning?

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It is the process that involves identifying needs and objectives, establishing priorities based on your values, and implementing options.

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• Your plan may be implemented through the financial institution of your choice.

WEALTH PLANNING VIDEO:

INVESTMENT MANAGEMENT

What is comprehensive wealth planning?

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Our role as your Personal CFO and Wealth Advisor is to look at all areas of our clients' wealth.

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Our team manages investments and also understands and analyzes topics below the waterline, which are often hidden from plain sight. Looking at all areas of our clients' wealth is called comprehensive wealth planning, and helps guide you, your family, and your team to make the best decisions to make your money and wealth work for you.

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The Personal CFOs at StrongHaven adhere to a disciplined investment planning process that includes the following steps:

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1. Determine your risk profile and objectives

2. Create your personal investment strategy

3. Diversify across asset classes within the recommended investment style

4. Rebalance your portfolio as market conditions or your objectives change over time

5. Report results through regular account statements, custom reports and review meetings