Investment Philosophy

At PracticeCFO, our investment philosophy consists of a set of core principles and beliefs that provide a framework for the investment decision-making process. When put into practice, our investment philosophy becomes our investment strategy. The result is less taxes paid, more money in your account to compound and grow over time, and disciplined investing customized to meet your needs.

Integrated, Easy & Affordable Retirement Solutions

At PracticeCFO, we help setup and maintain qualified retirement plans, including, but not limited to, Individual Retirement Accounts (IRAs), Defined Contribution Plans (401(k) Profit Sharing), and Defined Benefit (Pension) Plans. We specialize in low-cost, low maintenance, tax efficient plans. We realize that fees, which erode the value of your account over time, and taxes are big obstacles in the way of your financial independence.

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