CFO Solutions LLC

www.cfofa.com

Doctors Welcome! CFO is an independent, boutique financial services firm which specializes in the unique planning needs of doctors and the economic issues facing them. Just like many medical and dental professionals, CFO specializes . . . that is, we focus, focus, focus . . . upon implementation and balanced integration of programs and services exclusively for Doctors. CFO doctor-clients obtain access to the customized, individualized, written CFO Financial Treatment Plan for Doctors ("FTP"), which analysis is a special financial x-ray diagnostic. No treatment protocol is performed without first obtaining this financial diagnosis. The FTP calculates the doctor's losses of practice earnings and retirement savings caused by inappropriate or ineffective Doctor's business structure, estimates when the Doctor will achieve Critical Capital Mass, and evaluates and quantifies Alternative Treatment Plans. Based upon recommendations derived from the FTP, CFO helps doctors achieve personal Critical Capital Mass sooner rather than later, by systematic implementation of the written, personalized financial treatment plan. CFO is headquartered in Phoenix, along with Regional Offices across the country. The Doctor may choose to work with a CFO Financial Advisor in one of the Regional Offices. In addition, Phoenix is one of the premier resort destinations in the U.S. The Phoenix Sky Harbor Airport permits easy national access to and from Phoenix and wherever the Doctor is located.

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Doctors Welcome! CFO is an independent, boutique financial services firm which specializes in the unique planning needs of doctors and the economic issues facing them. Just like many medical and dental professionals, CFO specializes . . . that is, we focus, focus, focus . . . upon implementation and balanced integration of programs and services exclusively for Doctors. CFO doctor-clients obtain access to the customized, individualized, written CFO Financial Treatment Plan for Doctors ("FTP"), which analysis is a special financial x-ray diagnostic. No treatment protocol is performed without first obtaining this financial diagnosis. The FTP calculates the doctor's losses of practice earnings and retirement savings caused by inappropriate or ineffective Doctor's business structure, estimates when the Doctor will achieve Critical Capital Mass, and evaluates and quantifies Alternative Treatment Plans. Based upon recommendations derived from the FTP, CFO helps doctors achieve personal Critical Capital Mass sooner rather than later, by systematic implementation of the written, personalized financial treatment plan. CFO is headquartered in Phoenix, along with Regional Offices across the country. The Doctor may choose to work with a CFO Financial Advisor in one of the Regional Offices. In addition, Phoenix is one of the premier resort destinations in the U.S. The Phoenix Sky Harbor Airport permits easy national access to and from Phoenix and wherever the Doctor is located.

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Country

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State

Arizona

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City (Headquarters)

Scottsdale

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Employees

11-50

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Founded

1991

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Social

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Potential Decision Makers

  • Sales Director

    Email ****** @****.com
    Phone (***) ****-****
  • Consultant

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****

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