Info

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

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Mike (original)

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Ike Devji montage

Sand-traps

Charles Tune Esplanade

Red-Mountain

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John Herman

Mountain-view

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Roger Stolp

Golf 6

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Ike headshot

Russell Stolp

Desert golf

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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.

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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.

IRS Announces 2015 Standard Mileage Rates

The IRS has announced the optional 2015 standard mileage rates for use in computing the deductible costs of operating a passenger automobile for business, charitable, medical, or moving expense purposes.

Effective January 1, 2015, the standard mileage rates are as follows:

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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.

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.

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.

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.

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.

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.

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.

There are not many reports these days that paint consumers confident about their retirement preparedness. In fact, most articles on this and other news sites claim just the opposite; retirees and pre-retirees don’t have enough money for a traditional retirement. Annuity owners, on the other hand, seem to be pretty sure about their finances in their golden years.

According to a recent report from the LIMRA Secure Retirement Institute, nine out of 10 annuity owners are confident about their retirement readiness. Most confident are the households labeled as mass-affluent, or those with investable assets of $100,000 to 499,000, and affluent, or those with investable assets of $500,000 to $999,000.

Read more via Annuity owners confident about retirement | LifeHealthPro.