Calfee Financial Advisors® is located in Vero Beach, Florida, with clients throughout the United States.
We provide comprehensive, global financial planning for the high net worth entrepreneur, business owner, families and their successors.
Every entrepreneur knows what they want: to coordinate and integrate the longer term financial goals that provide growth WITH protection of wealth.
Having worked with entrepreneurs for over 30 years, we understand their unique needs and have tailored our business to help them work towards their goals.
Calfee Financial invests significant time and energy getting to know you and your family, your goals, needs and dreams. We view planning as an ongoing process.
The real value of your business is what it can provide in cash flow, security, liquidity, and long-term after tax wealth for you and your family.
To accumulate ever less valuable assets makes little sense to us. To protect against currency debasement and inflation makes more sense to us.
Too many ignore the simple question “What if…..?” We embrace it. The ability to transfer risk and diversify to protect your wealth is a primary/core result of our work.
It is the ability to identify, separate and coordinate the longer term financial, wealth, value goals that provides the growth and protection of wealth.
Typically, board members and organization leaders are uncomfortable with compensation negotiations. Many do not understand, appreciate or embrace the issues, possibilities and ramifications. Everyone differs as to what is ”FAIR.” With the right process, you can engineer successful, lasting and practical compensation and benefits packages for your leadership and staff.
Copyright 2021 Calfee Financial Advisors, Inc.