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I am a professional

If you are a Doctor, Dentist, Lawyer or other professional person running a small practice, we recognize that time is at a premium. In some cases professional people don’t dedicate the time to address their own specific needs relating to personal risk management, estate planning, wealth preservation and protection.

Key challenges include:

  • Time Poor
  • Build, protect and manage wealth
  • Lifestyle cash flow
  • Maintaining discipline
  • Options in planned and unplanned scenarios

The type of significant life events we have found professionals running their own business experience include:

  • A change in marital status
  • Managing the transition to having a newborn child
  • A business expansion, merger or sale
  • Business shareholder and funding agreements
  • Children move out of home
  • Business succession planning
  • Liquidity events
  • Loss of a spouse or business partner
  • Downsizing their living arrangements
  • Retirement

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 813-374-9676
Fax: 813-374-9679
Toll Free: 866-453-7737

Email: scott@ourcfoteam.com

442 West Kennedy Blvd, Suite 320, Tampa, Florida 33606

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3637 4th St. N, Suite 210, St. Petersburg, Florida 33704

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We are registered to sell Securities in the following states:
 Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Indiana, Louisiana, Maryland, Massachusetts, Minnesota, Nevada, New Hampshire, New Jersey, New Mexico, New York, Pennsylvania, Tennessee, Texas, Virginia, Wyoming. Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Concierge Financial Organization and Signator are not affiliated.

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