Breathe Easier® About Your Financial Future
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What Is A Private CFO®
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.
Breathe Easier® With
The oXYGen Financial Process
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 Compensated
We believe transparency on how we get paid is paramount for a long-term, mutually beneficial relationship.
Fee for financial planning & adviceand or
(Hourly, Flat Fee, Ongoing Monthly Retainer) - Where We Act as Your Private CFO®.
Fee for managing your assetsand or
Done As A Percentage Of Your Managed Assets.
Insurance products sold separatelyand or
Handling Your Family Risk Management Needs.
Combined Years of Experience
Assets Under Advisement
*As of December, 31 2019
Download Our Game
Changing E-Books Today
From Budgets To Taxes To Retirement Our E-Books Will Change Your Life
- 2020 Family Budget Template
- How To Save Up To $100,000 In Income Taxes
- 7 Ways To Start Up A Side Hustle
- Six Money Moves To Make If You Get Laid Off
- Why The 4% Withdrawal Rule Is Broke
Five Home Based Jobs For The Future
Financial Tips When Preparing For Your First Child
4 Ways That Seniors Can Avoid Scams and Elder Abuse
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June 19, 2020 - "The Atlanta Small Business Profile – Peter Velardi, ReferMe IQ" by Atlanta Small Business Network
Open a new branch in your city, join us in Atlanta, or find out
more about joining the oXYGen Financial team.
Meet The Team
For a company to be world class it can only happen by hiring world class people. We have an experienced, diverse team of professionals. Our purpose is to empower them to be the best version of themselves every day.