Advisors Of Merit Vs. Convenience

CFO seeks to align itself with Advisors of Merit vs. Convenience, as well as various important Strategic Partners.

Chart 1 illustrates a common phenomenon which exists prior to the Doctor encountering CFO and our planning protocols. It takes a lot of time, energy and expense for the Doctor to manage this configuration, sometimes described as "Dueling Advisors."

Chart 2 shows a more optimized advisor structure whereby the advisors are working in cooperation to serve the Doctor's interests.

Why Integrated Planning? First, the various plan components must work in smooth fashion together in order to accomplish the desired results. One cannot put Ford parts in a Cadillac, the car just won't run. Second, we cannot take responsibility for plan results if we do not have control over the plan variables, components and implementation. We decline to do "dueling advisors". The Doctor is not well served, such situations are not comfortable for anyone involved, and eventually only the Doctor loses.

The CFO program is not for everyone, may not be for you, or just may not be for you at this time. In any event, our experience is that the CFO program works, and that it will help you to achieve your tax reduction, savings accumulation and investment management objectives with maximum efficiency, control and safety.

Chart 1	Chart 2