A Professional Family CFO assists with all aspects of your financial affairs:
From investing, tax consulting and estate planning to pre-retirement, post-retirement, insurance and cash flow management among other planning needs.
Most importantly, a Professional Family CFO provides guidance over your financial big picture, ensuring all aspects of advice are collaboratively integrated to meet the sophisticated financial needs of your lifestyle.
Daniel H. Zwicker, CFP
Investor Consultants
Capital Risk Management
MY PASSION - BEYOND RISK - DIGNITY - THROUGH EXECUTION "WILL YOU BE O.K.?"
- BEYOND RISK
- Beyond Risk is about people and their views on money....borne of over 30 years of front line experience and engagement in the arena of exponential corporate growth through financial practice building under 'fire' in a lifetime passion......the assuring of the financial value of our time.....to allow for the completion of our personal and business financial objectives. It is about character, integrity, people and their often complex and conflicting attitudes towards money.....its accumulation.....its preservation and its utility. It is about the leadership of high performance professionals who are committed to managing the capital risk and the lifetime financial well being of their families, business associates and clients. It is about coaching 'Olympian' class high performance empowerment. Above all it is about ethical choice in every facet of decision making and execution. It is remarkable that of all the basic life skill related subjects that we include in our children's early curriculum financial literacy is not one of them.......given that we live in a money economy. It is said that we each have a "Money Personality". Nothing could be more accurate and more life defining.
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