Info

Two Rules | Rule #1 Do Not Lose Your Principal | Rule #2 See Rule #1

20070326 Jin Nakashima image 1182257L

Mike (original)

asu_phx_downtown

Ike Devji montage

Sand-traps

Charles Tune Esplanade

Red-Mountain

461344_10150719667204683_433816096_o

John Herman

Mountain-view

Horizontal-golf

Roger Stolp

Golf 6

0957514

Ike headshot

Russell Stolp

Desert golf

marlene-96dpi_1397107930

J. Michael Stolp

J. Michael Stolp is Managing Member of CFO Solutions LLC, founded by Michael in 1991. CFO is a registered investment advisory and boutique financial planning firm with corporate offices in Scottsdale, Arizona. He is based and resides in Scottsdale. CFO specializes in the unique planning needs of doctors, other professionals, and small business owners, and the economic issues facing them.

Keep Your Money Safe for Retirement! You’ve worked hard. You’ve earned your savings. Don’t lose it all now on risky investments. We can help you keep your money safe and create the retirement you want, when you want it. We charge no commissions, and no client of ours has ever lost a dime who followed our risk averse philosophy. Contact one of our CFO Financial Advisors today and find out how.

At CFO Solutions, we hear the following comments all the time, “I wish I would have started this process earlier in my life”, and “I wish I would have heard about you sooner”. It’s never too late, but when it comes to preparing for the future, the sooner you start the better. An earlier start will allow your investments more time to earn and mature.

Healthy retirement planning depends on asset allocation rather than on the performance of one single investment. For this reason, we recommend that you spread your investment capital around. However, don’t just spread your savings for the sake of diversification. Be sure your investments are safe and thoroughly discussed with a professional.

(more…)

John Herman CFP

John C. Herman CFP® is the Investment Manager for CFO Solutions LLC, a boutique financial planning firm with corporate offices in Scottsdale, Arizona. He is based and resides in Boulder, Colorado. CFO is an independent, boutique financial planning and registered investment advisory firm which specializes in the unique planning needs of doctors, other professionals and small business owners, and the economic issues facing them.

Charles Tune CPA

Charles Tune CPA CWS is CFO’s Senior Financial Advisor based in El Paso, Texas. He serves clients in Texas, New Mexico and Oklahoma. He has completed various securities exams and holds licenses including Series 65 and life insurance licenses in various states. He has also earned the designation Certified Wealth Specialist “CWS”. He attended the University of Texas at El Paso and earned the BBA (Bachelors of Business Administration) degree in 1970. He has served as a CFO Senior Financial Advisor since 2009.

Charles Tune CPA

Charles Tune CPA CWS is CFO’s Senior Financial Advisor based in El Paso, Texas. He serves clients in Texas, New Mexico and Oklahoma. He has completed various securities exams and holds licenses including Series 65 and life insurance licenses in various states. He has also earned the designation Certified Wealth Specialist “CWS”. He attended the University of Texas at El Paso and earned the BBA (Bachelors of Business Administration) degree in 1970. He has served as a CFO Senior Financial Advisor since 2009.

John Herman CFP

John C. Herman CFP® is the Investment Manager for CFO Solutions LLC, a boutique financial planning firm with corporate offices in Scottsdale, Arizona. He is based and resides in Boulder, Colorado. CFO is an independent, boutique financial planning and registered investment advisory firm which specializes in the unique planning needs of doctors, other professionals and small business owners, and the economic issues facing them.

Roger L. Stolp, Senior Financial Advisor

Roger L. Stolp has served as CFO Senior Financial Advisor since 1991, and is presently based in Phoenix, Arizona. He has more than 40 years financial and operations management and supervisory duties in both the financial services industry and the independent retirement community industry. He has previously served as CFO’s Chief Compliance Officer, in addition to being an administrative specialist.

John Herman CFP

John C. Herman CFP® is the Investment Manager for CFO Solutions LLC, a boutique financial planning firm with corporate offices in Scottsdale, Arizona. He is based and resides in Boulder, Colorado. CFO is an independent, boutique financial planning and registered investment advisory firm which specializes in the unique planning needs of doctors, other professionals and small business owners, and the economic issues facing them.

Charles Tune CPA

Charles Tune CPA CWS is CFO’s Senior Financial Advisor based in El Paso, Texas. He serves clients in Texas, New Mexico and Oklahoma. He has completed various securities exams and holds licenses including Series 65 and life insurance licenses in various states. He has also earned the designation Certified Wealth Specialist “CWS”. He attended the University of Texas at El Paso and earned the BBA (Bachelors of Business Administration) degree in 1970. He has served as a CFO Senior Financial Advisor since 2009.

J. Michael Stolp

J. Michael Stolp is Managing Member of CFO Solutions LLC, founded by Michael in 1991. CFO is a registered investment advisory and boutique financial planning firm with corporate offices in Scottsdale, Arizona. He is based and resides in Scottsdale. CFO specializes in the unique planning needs of doctors, other professionals, and small business owners, and the economic issues facing them.

Charles Tune CPA

Charles Tune CPA CWS is CFO’s Senior Financial Advisor based in El Paso, Texas. He serves clients in Texas, New Mexico and Oklahoma. He has completed various securities exams and holds licenses including Series 65 and life insurance licenses in various states. He has also earned the designation Certified Wealth Specialist “CWS”. He attended the University of Texas at El Paso and earned the BBA (Bachelors of Business Administration) degree in 1970. He has served as a CFO Senior Financial Advisor since 2009.

Asset Protection Attorney Ike Devji

ASSET PROTECTION LAWYER IKE DEVJI
11th year of Asset Protection only legal practice, helps protect a national client base of over 3,500 clients and over $5 billion in protected assets. Clients include literally thousands of physicians, various business owners, real estate professionals, builders & developers, C-level executives and professional athletes and entertainers.

The last two weeks of the year is high selling season for life insurance polices as doctors rush to fund various retirement plans and as advisers take advantage of year-end wealth-transfer opportunities and favorable deals sometimes available from insurance companies. Knowing the right questions to ask about an insurance policy is a key issue for physicians, especially considering the significant investment often involved and the exit costs involved in buying a lemon.

Covering all the options and nuances available in the life insurance marketplace in anything less than book form is nearly impossible. The following are core concepts to be aware of that are the most basic and generally applicable.

via Buying Life Insurance – Key Questions to Ask Before You Buy | Pro Asset Protection.

Asset Protection Attorney Ike Devji

ASSET PROTECTION LAWYER IKE DEVJI
11th year of Asset Protection only legal practice, helps protect a national client base of over 3,500 clients and over $5 billion in protected assets. Clients include literally thousands of physicians, various business owners, real estate professionals, builders & developers, C-level executives and professional athletes and entertainers.

We’ve previously devoted a number of discussions to the use of life insurance by physicians and business owners including a look at how to buy insurance and discussions of its specific uses and how much life insurance a doctor and his or her spouse should have. This week we take an introductory look at a legal structure that often accompanies life insurance in your estate plan, the Irrevocable Life Insurance Trust or ILIT.

via What is an ILIT or Irrevocable Life Insurance Trust ? | Pro Asset Protection.

Asset Protection Attorney Ike Devji

ASSET PROTECTION LAWYER IKE DEVJI
11th year of Asset Protection only legal practice, helps protect a national client base of over 3,500 clients and over $5 billion in protected assets. Clients include literally thousands of physicians, various business owners, real estate professionals, builders & developers, C-level executives and professional athletes and entertainers.

If you market and sell to physicians, you quickly discover that physicians are wired differently than business-minded prospects and clients. The 10 Laws of Physician Engagement describe the differences.

These laws work like the laws of gravity, helping you predict the outcomes of your actions.  When you align your marketing efforts with these laws, you join the high performers in the medical market.

via How to Sell to Physicians: 10 Laws of Physician Engagement | Targeting Doctors.

Charles Tune CPA

Charles Tune CPA CWS is CFO’s Senior Financial Advisor based in El Paso, Texas. He serves clients in Texas, New Mexico and Oklahoma. He has completed various securities exams and holds licenses including Series 65 and life insurance licenses in various states. He has also earned the designation Certified Wealth Specialist “CWS”. He attended the University of Texas at El Paso and earned the BBA (Bachelors of Business Administration) degree in 1970. He has served as a CFO Senior Financial Advisor since 2009.

John Herman CFP

John C. Herman CFP® is the Investment Manager for CFO Solutions LLC, a boutique financial planning firm with corporate offices in Scottsdale, Arizona. He is based and resides in Boulder, Colorado. CFO is an independent, boutique financial planning and registered investment advisory firm which specializes in the unique planning needs of doctors, other professionals and small business owners, and the economic issues facing them.

A “poisonous combination” of record debt and slowing growth suggest the global economy could be heading for another crisis, a hard-hitting report will warn on Monday.

The 16th annual Geneva Report, commissioned by the International Centre for Monetary and Banking Studies and written by a panel of senior economists including three former senior central bankers, predicts interest rates across the world will have to stay low for a “very, very long” time to enable households, companies and governments to service their debts and avoid another crash.

via Geneva Report warns record debt and slow growth point to crisis – FT.com.