Skip to main content
Get to Know OWLFI: Your Personal CFO
June 18, 2020 at 6:00 AM
Meet OWLFI: Your Personal CFO

Planning and saving for retirement can be a daunting prospect, but it’s an important process that will give you peace of mind in the years and decades to come. We at OWLFI understand the importance of relying on experienced, knowledgeable financial advisors, CPAs, and estate planning attorneys, which is why we offer each service under one roof.

Providing our clients with essential financial management services means we act as your personal CFO, giving you the resources you need to make the financial decisions that help you give yourself and your family the best life possible. Here’s how we do it.

What Can OWLFI Do For You?

We’re proud to offer numerous financial services and solutions for both individuals and businesses, so whether you need tax and accounting services, insurance, or retirement planning advice, we can assist you each step of the way,

Tax & Accounting Services

Whether you’re seeking family, individual, or business tax and accounting advice, we can help. Once we get to know more about you and your financial goals, we then evaluate your current financial situation and provide the tax-planning advice right for your needs. This helps you limit your tax liability and provides you the insight you need to plan for the future you want for yourself, your business, or your family.

Although our tax and accounting advice is based on your current situation, we can help you understand your tax requirements as they relate to your retirement goals. Our strategic guidance helps you retain the maximum amount of your income possible so you can fast-track your retirement planning. For business owners, our bookkeeping, payroll, and sales and tax compliance support services help you navigate complex tax responsibilities, while we act as your personal CFO.

Retirement Planning

It’s never too early to begin planning for retirement. While many may think retirement planning needs to begin later in life, starting as early as possible gives you the most financial flexibility possible.

To help clients navigate and plan for their ideal retirement, we provide holistic, comprehensive plans and strategies for achieving this milestone. Getting to know your current financial situation and income helps us offer you sound advice and the proper steps to take to reach these goals. To do this, we help you determine income sources while maximizing savings and minimizing taxes in addition to managing and protecting each of your assets. Our holistic approach enables us to combine services to create your personalized retirement plan.

Home, Automobile, & Commercial Insurance

We’re proud to announce our newest offering: home, auto, and commercial insurance. Our insurance offerings give our clients a wide range of options to ensure they find coverage that meets their needs. Additionally, we offer a free property and casualty insurance analysis for each of our clients, whether they’re seeking individual or business insurance. Each personalized analysis includes clients’:

  • Home
  • Automobile
  • Commercial
  • Renters
  • Condominium
  • Motorcycle
  • Boat/watercraft
  • RV,
  • Crop, Life,
  • And Umbrella policies

Achieve Your Optimal Financial Goals with OWLFI

We know that no two clients’ financial or retirement goals are the same. That’s why when you choose OWLFI, we take the time to get to know you and your financial needs and goals to give you the best path forward. Ready to take the first step to a brighter financial future? Reach out to us today.