Your Personal CFO: 

Provides Advanced Planning

- Tracks your personal "Big Picture" financial summary

 

- Aligns your investments with your goals

 

- Conducts your Advanced Planning

 

- Can prepare your taxes

 

- Recommends outside professionals and attends those meetings

 

- Is available year round to participate in your financial decisions

Provides Advanced Planning

- Tracks your personal "Big Picture" financial summary

 

- Aligns your investments with your goals

 

- Conducts your Advanced Planning

 

- Can prepare your taxes

 

- Recommends outside professionals and attends those meetings

 

- Is available year round to participate in your financial decisions

© 2018 by Griffiths, Dreher & Evans, PS, CPAs.  Griffiths, Dreher & Evans, PS, CPAs is a registered investment adviser in the State of Washington and the State of Idaho. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.