Financial Planning

Strategies that fit your life – and your career.

 
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 Personal CFO Services

If you were the CEO of a Fortune 500 company, or even of a moderately sized company, it would make sense that an experienced Chief Financial Officer would lead your organization’s finance function. As the CEO of your own life, the same logic should apply.

Who is making sure you have a strategy that’s aligned with your vision? Who is directing you and holding you accountable to take the necessary steps to get closer to your goals? You may benefit from the services of a Personal CFO.

Appoint your Personal CFO

As a practicing dental professional you’re probably stretched between work and family and the day-to-day demands that take up so much of your time and attention.  You need someone to help you put together all the pieces of your financial life – because if you’re like most, your financial life is probably quite fragmented.

Treloar & Heisel Financial Planning Pyramid

Put an end to fragmented finances

Even people who do have a number of financial strategies in place can benefit from the services of a Personal CFO.  Maybe you have some insurance in place, a number of investments, and other assets you have been cultivating for some time. But the individual pieces may not be directed in concert with each other.

Treloar & Heisel All Under One Roof

Have a question? Ask your Personal CFO.

Your Personal CFO works with you to devise a plan to help you reach your financial goals. Have a question about your paying off your student loans or saving for retirement? Ask your CFO. Want to know what kind of insurance coverage is right for you? Ask your CFO. What kind of estate planning will protect your family if you were to pass away? Ask your CFO. Where to invest, how much, and in what manner? Ask your CFO.

Imagine having the freedom to call a team of financial advisors anytime to ask a question that will help your decision-making.  Conversely, to have a knowledgeable person who cares to follow up with you when you’re too busy to call to ask you how your life is changing. Our Personal CFO service does that, and more. 

Treloar & Heisel Team of Specialists

We will coordinate with your team of specialists.

When it comes to the implementation of your plan, we will work with your tax accountant, estate attorney and any other professionals on your team to make sure that everything is coordinated. Looking for a tax or legal professional? We can tap into our nationwide network to refer you to several.

Investments and Retirement Plans? We do that, too.

We also offer investments and 401(k) services through our experienced in-house wealth management team.

A turbo-charged digital dashboard that gives you a 360-view of your finances.

Clients tell us over and over how much they value the leading edge technology powering their ability to see their full financial picture – in one place. Regardless of where you hold your assets, our innovative technology platform includes a secure online platform that can become the hub for everything related to your finances. From cash flow to net worth to a personal (digital) vault that can store documents and other precious artifacts, our eMoney portal will provide you with insights into your finances 24 hours a day, 365 days a year. 

For more information about our Personal CFO services, contact us today. 

 

Schedule a Conversation with a Wealth Management Advisor: 

Jeffrey Wherry

Jeffrey E. Wherry, CFP®, CLU®, ChFC®
Director of Research and Planning, THWM

Josh Miller

Josh Miller, AIF® 
Wealth Advisor

CONTACT AN ADVISOR 

 

About Treloar & Heisel

Treloar & Heisel, Treloar & Heisel Wealth Management, and Treloar & Heisel Risk Management are all divisions of Treloar & Heisel, Inc.

Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as Treloar & Heisel Wealth Management. Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC.

Insurance products offered separately through Treloar & Heisel and Treloar & Heisel Risk Management.

Treloar & Heisel, Inc. and Treloar & Heisel Wealth Management do not offer *tax, **legal, or business consulting advice. Please consult a professional concerning these topics.

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