Dean McCormick

Background

About Dean McCormick

We serve as Personal CFO to Successful Entrepreneurs, helping them achieve their unique goals. Once their plan is in place, we proactively manage it for them so they can focus on more important things, like their business, family and community. We help our clients address their 5 biggest concerns: 1) preserving their wealth, 2) mitigating taxes, 3) taking care of their heirs, 4) ensuring their assets are not unjustly taken from them, and 5) charitable giving. We structure our clients' financial affairs so that so that their Essential lifestyle is comfortably protected. Then we consider their Important and Discretionary expenditures. We want our clients to be confident and sleep well knowing they have a viable long-term plan to age 100. Dean has spent his career working with successful entrepreneurs as a CPA, advisor, corporate CFO and personal CFO. He is a widely recognized leader in this area, having been president, chair and/or committee member for various business and non-profit organizations. He is passionate about helping our clients achieve their goals and create the life they envision.