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.

See "Just What Does CFO Do?" for some insight into our procedures and philosophy.

We suggest that you request a no cost, no obligation 10-30 minute phone conference with us to discuss key variables as they relate to your particular circumstances and your fact pattern. This short phone conference can help determine preliminarily whether or not the CFO program may help you more efficiently achieve your retirement savings, tax optimization and risk mitigation goals.
We look forward to hearing from you.

J. Michael Stolp
CFO Solutions Inc.
President, CEO & Senior Financial Advisor to Doctors
Independent Advisor & Member of the CFO Advisors Network
Profile


SECURE ONLINE SERVICES Click here for access. Click here for terms of use. SET A PHONE CONFERENCE Click here to set Initial Conference to determine whether or not we can help you. NATIONAL & LOCAL EVENTS Click here to register for upcoming Events. CFO Advisors Network J. Michael Stolp CFO Solutions Inc. President & CEO Tel: 480-998-5100 Tollfree: 800-283-2468 Tollfree fax: 800-283-2973 ALL POSTAL MAIL CFO Solutions Inc. P. O. Box 14385 Scottsdale, Arizona 85267-4385 STREET ADDRESS CFO Solutions Inc. 14850 N. Scottsdale Rd., Suite 285 Scottsdale, Arizona 85254 Profile Grant C. Dayley Senior Financial Advisor Scottsdale, Arizona Tel (800) 283-2468 or (480) 998-5100 Fax (800) 283-2973 Profile John C. Herman CFP® Manager of Portfolio Solutions Boulder, Colorado 80305 Tel: 480-998-5100 Tollfree: 800-283-2468 Tollfree fax: 800-283-2973 Profile Mark Riesenberg CFO Advisors Network Director of Behavioral Change Solutions West Orange, New Jersey Tel: 602-953-7742 Profile Stan Dabrowski CFO Advisors Network Director of Long Term Care Solutions Boston, Massachusetts Tel: 480-998-5100 Tollfree: 800-283-2468 Tollfree fax: 800-283-2973 Profile David Brent Jones CFO Advisors Network Director of Advanced Insurance Solutions Tel: 480-998-5100 Tollfree: 800-283-2468 Tollfree fax: 800-283-2973 ALL POSTAL MAIL CFO Solutions Inc. P. O. Box 14385 Scottsdale, Arizona 85267-4385 STREET ADDRESS CFO Solutions Inc. 14850 N. Scottsdale Rd., Suite 285 Scottsdale, Arizona 85254 Profile Subscribe to Newsletters & Alerts	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. See "Just What Does CFO Do?" for some insight into our procedures and philosophy. We suggest that you request a no cost, no obligation 10-30 minute phone conference with us to discuss key variables as they relate to your particular circumstances and your fact pattern. This short phone conference can help determine preliminarily whether or not the CFO program may help you more efficiently achieve your retirement savings, tax optimization and risk mitigation goals. We look forward to hearing from you. J. Michael Stolp CFO Solutions Inc. President, CEO & Senior Financial Advisor to Doctors Independent Advisor & Member of the CFO Advisors Network Profile
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