Calfee Financial Advisors

About

Having worked with entrepreneurs for over 20 years, we understand their unique needs and have tailored our business to help them work towards their goals.

Story

Our Philosophy


Calfee Financial Advisors provides comprehensive, global financial planning for the high net worth entrepreneur, business owner, families and their successors. Mr. Calfee and his team have been providing individually tailored financial plans and advice for over 30 years. The team has been together for over a decade which also provides continuity for our clients.

As an entrepreneurial firm ourselves, we recognize the importance of the integration of personal wealth with the business, family wealth with the business, and the need for a counselor, advisor and confidant who can provide financial planning expertise for: cash flow, tax issues, investments worldwide, risk management, benefits choice including retirement plans, business succession, estates, wills, trusts, and many other protocols and strategies idiosyncratic to the specific family/business situation.

Our strength is in the strong alliances we have developed over the decades in the ‘best in class’ individuals and firms who provide advice in all relevant, associated disciplines. We have made the conscious decision to be allocation managers, NOT money managers. We do not compromise our client’s investment goals with required investment manager participation, since we are not in the asset gathering business. Many clients keep significant investments with investment firms worldwide, which we also monitor and include in our allocations. We work WITH the client on all these choices.

CFA years ago embraced the gradual change in emphasis from our local economy to attention paid to the global economy. We have formed strong financial alliances with firms in Canada, Europe and through introduction Asia. We have the access to financial expertise worldwide and international investment alternatives which have been very beneficial to our clients in maintaining their wealth and buying power over decades.

We are the ‘go to’ people for any question you have, or think you should have as to your money, your business, your strategy, your family, your financial life. Often we provide the question you did not consider. With over 30 years of experience and years of direct service with the CFP Board of Governors along with certifications like CFP, CPA, CLU, and major SEC/FINRA experience, Calfee Financial Advisors provides more than the traditional investment viewpoint. SO many of world events can directly impact your finances/wealth that we strive to provide periodic reviews of the world and conclusions useful to change/modify style, allocation, and direction of your investments.

In summary, we motivate client action on the myriad planning and investment strategies that are identified and implemented for the unique needs and requirements of the client.

That is real prosperity perpetuation®.

Impressum

About Us

Calfee Financial Advisors® provides comprehensive and global financial planning, guidance and related services to entrepreneurs and their businesses and families. Peter Calfee is a registered representative. A broad range of products and services are provided, as needed, to the firm’s Clients:

Personal:
Personal assessment and financial planning
Concepts for accumulating, conserving and transferring your wealth
Estate Planning
Retirement plan distribution strategies
Investment allocation and risk-preference analysis
Insurance benefits planning, including life, disability, long-term care, personal property and casualty coverage

Business:
Succession and transfer strategies
Business assessment and financial planning
Family business governance and succession
Compensation analysis and performance motivation
Insurance and benefits planning, including life, disability long-term care, comprehensive business owners insurance coverage
Corporate insurance/risk/benefits planning, including group and individual life/disability/long-term care insurance stragegies and products.