OUTSOURCED CFO

In an increasingly complex world, you need expert help. You can find it all in one place: State Bird Corp.

We believe your family, time, and business are the most valuable assets you have; the most important are your family and time.

Properly managing your finances within your personal life, will allow you to spend your time on what you value most. State Bird Corp Outsourced CFO services focus in on what you need the most: a trusted advisor. Our Outsourced CFO services are designed to allow you to make the most prudent decisions possible with the information you have.

  • Whether you are running a successful business, just retired, or just starting out making the right financial decisions can augment and enhance your overall life, lifestyle, and legacy. However, watching over your finances can become very time-consuming and cumbersome. If it is not something that you enjoy; outsourcing your financial management to your Family CFO allows you to stay focused on those things that matter the most to you.

    Services

    -Identification of key planning opportunities and implementation of the same

    -Comprehensive financial planning to include cashflow analysis, planning for retirement accounts, Social Security, Medicare, and Education

    -Wealth Transfer planning and coordination

    -Reporting aggregation of global investments

    -Due diligence of investment managers

    -Analysis, recommendations, and assistance with real estate owned in US or Canada

With decades of experience, we have found no family or individual is the same, thus each of our plans are as unique as your fingerprint. Our three-phase approach allows you to know upfront the pros and cons, the costs of each segment, and the pre-defined time frames for each of the phases.