Services for Individuals & Families
Services for Businesses
Services for Entrepreneurs		 Service Level: Coaching
Service Level: Strategies
Service Level: CFO Services



Every day, we help people prepare for-- and successfully navigate through -- the tough financial implications of life-changing transitions.

Torbett Financial Strategies provides customized financial coaching, strategies, and CFO services to families and businesses throughout the United States. 
 
We specialize in helping you prepare for or navigate through a myriad of transitions, such as:
For Individuals & Families
For Entrepreneurs & Businesses
  • Divorce
  • Estate Planning
  • Retirement
  • Eldercare
  • Education Funding
  • Financial Independence
  • Deal Analysis
  • Mergers and/or Acquistions
  • Succession Planning
  • Business Planning
  • Tax Strategies
  • Capital Strategies
How may we help you today?


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For Individuals & Families

Divorce, extended illness or disability, and death of a spouse can seriously debilitate one's financial health. But what if you....

    • were forced to retire early?

Have you been diligent enough over the years to maximize contributions to your 401(k) plan or IRA?

Are your investments in line with your goals for the future?
 
With longer life expectancies and higher healthcare costs, can you afford to retire?
    • had to make care decisions for aging parents?
How much would it cost?
 
Can you financially manage it?
    • came into an unexpected lump sum of money?
How would you spend it? Invest it? Save it? Gift it?


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For Businesses

Torbett Financial Strategies has worked on hundreds of deals totaling millions of dollars over a 30-year period. 
 
We can help you define your goals, make sense of the numbers (including tax consequences), structure the deal with your legal / banking team, and serve as an independent sounding board.
 
Whether you are in the process of starting, buying, or selling a business, or perhaps passing your family enterprise on to the next generation, it is essential to have an experienced financial professional at your side!
 
 


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For Entrepreneurs

Information goes here.



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Service Level: Coaching

Coaching is all about you! Just as an athletic coach or trainer guides athletes to be their best, so does a financial coach.  This program is specifically designed to bridge the gap between where you are now and where you want to be financially.
 
Whether you are growing or expanding your business or concerned about your personal financial health, a knowledgeable coach can help you address your:
      • financial needs
      • objectives
      • obstacles
      • goals


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Service Level: Strategies

Having an independent financial strategist by your side can be an invaluable asset to your overall financial health and security.

By scheduling time to analyze your fiscal condition on a regular basis, you can take a more prudent, proactive approach to your financial health, and control your own future. You will be less reliant on salespeople, generic financial tips, or the word on the street.

You benefit from having a seasoned financial strategist to:

  • review and make sense of financial statements;
  • regularly take time to discuss financial issues and concerns -- not just during tax season;
  • clarify short-term and long-term goals, and determine the best path to get you where you want to be; and
  • define and lay out a plan to eliminate financial dangers, capture opportunities, and maximize strengths.



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Service Level: CFO Services

Information goes here.



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