Family Office can help you not only to take control of your finances, but to take control of your life.

At Canby Financial Advisors, we understand that time is your most scarce resource. So why spend valuable time on personal financial matters when someone else can do it for you?

When you retain Canby Financial Advisors, we will interact with other professional advisors, such as accountants, money managers, brokers, bankers, trust officers, and attorneys, to ensure that all of your financial affairs are in order. The Family Office Services we provide include:

• Processing of all bills
• Monthly review of investment statements
• Bookkeeping for all financial activities
• A consolidated report of all investments
• A cash-flow review to ensure that short-term needs are funded

In addition, Family Office provides more traditional services, including:

• Preparation of income tax returns for individuals and businesses
• Tax planning
• Estate planning

A single monthly retainer covers all of the Family Office services you need. The size of the retainer will depend on the services you choose.

For a free consultation and to create a Family Office plan designed to meet your specific financial needs, contact Canby Financial Advisors.