Serving As The (CFO) Chief Financial Officer Of Your Family And Leader of Your Financial Team

  • CPA
  • Estate Attorney
  • Insurance Agent
Client

HB is the leader of your financial team, basically serving as the CFO (Chief Financial Officer) of your family. We work closely with your other advisors such as your CPA, estate attorney, or insurance agents. We handle getting things done and coordinating with everyone so that you do not have to be the traffic cop in the middle. You save time – the one thing maybe even more valuable than money – and you gain peace of mind knowing that we are handling the details.