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Who We Are
You are the CEO of your family finances. Every successful CEO has a great CFO beside them. Learn more about the revolutionary oXYGen Financial Private CFO®, and how we can help your family build a leaner budget, a fatter wallet, and a bigger net worth.
Background and qualification information is available at FINRA's BrokerCheck website.
What We Do
Identify and Prioritize Your Financial Goals
Meet your Private CFO® and tell us your financial story
Gather Fact & Feeling Data
Set up your personal financial dashboard
Organize Family Team At oXYGen Financial
We put our team of financial experts together to work on your overall plan
Build Personal Financial Plan
We act as a fiduciary, analyzing your budgets, investments, insurance, taxes, retirement, college education, and estate plan.
As your Private CFO®, we will present a multitude of options to help your family achieve financial success
Develop Implementation Plan
We don't represent any product companies, so we can search the market for the very best options for your future
World Class Service
There's a reason clients breathe easier® with us - no question is ever too big or too small for us
Refer Friends, Family, and Co-Workers
The best compliment we could ever receive is a new introduction from you
How We Get Paid
We believe transparency on how we get paid is paramount for a long-term, mutually beneficial relationship.
SMALL INVESTMENT FOR FINANCIAL PLANNING & ADVICEand or
We Act As Your Private CFO®.
THERE IS A COST TO RUN YOUR MONEYand or
Done As A Percentage Of Your Managed Assets. We Do Better When You Do Better.
INSURANCE PRODUCTS OFFERED SEPARATELYand or
We Can Handle All Risk Management Scenarios For Your Family.
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