Calfee

Calfee Financial

Our Philosophy

We provide comprehensive, global financial planning for the high net worth entrepreneur, business owner, families and their successors.

Our Philosophy

We Believe

Every entrepreneur knows what they want: to coordinate and integrate the longer term financial goals that provide growth WITH protection of wealth.

About Us

Cafee Financial® Process

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.

Process

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.

Capture Core Business Value

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.

Achieve Wealth Diversification

To accumulate ever less valuable assets makes little sense to us. To protect against currency debasement and inflation makes more sense to us.

Protect Wealth & Family

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.

Seeking to Grow & Preserve the Wealth of Entrepreneurs

It is the ability to identify, separate and coordinate the longer term financial, wealth, value goals that provides the growth and protection of wealth.

Compensation for the Head and Staff of
Independent, Charter and Montessori Schools

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.

Compensation

Our Team

PETER H. CALFEE CPA (inactive),  CLU

President and owner of Calfee Financial Advisors®, Inc.

Mr. Calfee worked as a financial counselor to high net worth entrepreneurs for decades to help them pursue the financial goals they wanted for their business and family. He provided Person-Specific planning and managed the process of Prosperity Perpetuation™. He and his firm earned a reputation for providing comprehensive “above the clouds” advice and perspective as a multi-family office responsible for coordination and supervision of all aspects of clients’ financial life. Mr. Calfee and Calfee Financial Advisors® integrated investment, tax, retirement, benefits, risk management, succession/estate planning advice that provided the strategic overview you value.

Prior to CFA®, Mr. Calfee spent nine years as a Vice-President with International Management Group (IMG), where he managed financial, tax, insurance, pension, estate and investment advice for over 100 sports, business and entrepreneurial Clients. Mr. Calfee holds his MBA from the University of Chicago, and his BA from Stanford University. He is a member of numerous industry trade groups.

For the successful entrepreneur, he and his experienced team pursued the integration of the business and personal financial strategies and goals for the benefit of the family as well as the business.

We work jointly with experts in the retirement, pension, DOL plan administration, Chartered Financial Analysts (CFA) for technical investment analysis, expert risk management specialists and experienced Estate Attorneys and CPA’s nationally and internationally.