Neo Financial Group

Family Office Services Since 1998, FOFM has provided customized planning and financial advisory services to clients throughout the United States. Our Family Office Services provide you with the ability to manage your wealth using an integrated, long-term strategic approach. You create a family office because you want a high touch service that integrates professionals with the breadth and depth of skills to manage the totality of their financial universe. You use your family office as the point-of-contact for all your financial administrative needs. FOFM provides the infrastructure within which we help you manage your goals and objectives, make investment decisions, conduct strategic planning, determine the best options to transfer wealth and conduct philanthropic activities. Topics such as asset allocation, cash flow analysis, risk management, estate planning, tax planning, charitable giving, trust administration, family meetings and reporting are all part of our family office administration. We focus on your goals with customized strategic thinking. Used in combination with the direct investment opportunities provided through our Investment Services, you will be able to maximize asset value and cash flow. Having a family office allows you the time and resources to enjoy life, spend time on your personal aspirations, and have the comfort of knowing that your finances are professionally managed. Your family office will allow you to communicate and educate your family on the core values, beliefs and principals that have guided you to success. We provide the confidentiality and comprehensive financial service not available from large, product driven financial institutions. As a result, your family office takes a multi-generational view toward wealth management decisions. At the same time, you know you are working with a firm where their goals are aligned with yours. You will enjoy a sense of trust and confidence that your affairs are professionally managed.

Your financial advisor in Fairlawn will work with you to create tailored wealth management strategies. Find a financial advisor near you

Cindy Burhoe, RN, CLNC With my experience and background I can: -educate and advise attorneys and their staff on the medical issues of a case -screen cases for merit -define the applicable Medical and Nursing Standards of care including adherence to and deviation from said standards -revie...