9500 Live Oak Court
At Open Range Financial Group, we believe that wealth doesn't make life simpler—it makes it more complex. A chief financial officer for your family can assist with simplifying the financial process so that together we can protect and grow your money. Just like a business has a CFO, your family has a CFO who shares the responsibility of managing all the aspects of your financial life. Open Range Financial Group fills that role for you and your family.
We provide comprehensive insurance and legacy planning, as well as strategies for investments, cash flow, retirement, education and business—all integrated into your life and based upon your specific goals.
At every stage, the Family CFO relationship is based on your needs and situation. A typical relationship would encompass these steps:
If our Family CFO services seem like they may be a fit for your needs, please contact Open Range Financial Group today to move forward.