Personal CFO

 

Employee Benefit & Insurance Services, Inc

Noteworthy businesses usually have a Chief Financial Officer who monitors and manages the company's financial activities. At Brody, Walsh & Brody, we understand that successful people need similar support, and we provide "Personal CFO" services to help plan, manage and oversee our clients' finances.

We understand that as your assets increase, the number of questions and options available to you can become overwhelming. Our objective is to develop customized financial strategies based on your specific needs, goals, and risk tolerances. We then provide management and oversight to ensure that the agreed upon plan of action is implemented correctly and efficiently, and we maintain an open line of communication between you and your other advisors including CPA's and attorneys.

With over 40 years of experience, we can offer you a vast depth of experience and insight to help you navigate your journey. At Brody, Walsh & Brody, we put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of Nautilus Group professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.

When you work with Brody, Walsh & Brody, you can rest assured that you have a trusted ally in your corner. We will get to know you and your goals, and the things that are important to you will always be at the center of our planning process.

 

 

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