Introduction to the Personal CFO Service provided by Access Financial Partners

1. INDEPENDENCE
Access Financial Partner has a strong
relationship with LPL Financial, its broker-
dealer. LPL Financial is the nation’s leading*
independent brokerage firm without
proprietary investment products. Because
LPL Financial offers no proprietary investment
products and have no investment banking
operations, our recommendations are free
from any potential conflicts of interest.
UNDERSTANDING
We take time to understand where you have
come from, before giving you directions on
how to get to your destination. Our goal is for
you to have unconditional confidence that our
advice is in your best interest.
INTEGRITY
This value lies at the core of all we do. We
take very seriously the trust placed in our my CFO
advice.
PASSION
We are enthusiastic about what we do and the
benefits that we bring to our clients.
Independence
U n d e rs t a n d i n g
Integrity
Passion
610 E South Temple, Suite 30
Salt Lake City, UT 84121
801 994 9944 ph
801 364 0733 fax
* Based on total revenues as reported in Financial Planning Magazine. June 1996-2009 www.afpartners.org
Securities offered through LPL Financial. Member FINRA/SIPC

2. Your persona CFO
personal
WHEN YOUR TIME IS PR ECIOUS, WE HAVE THE FINANCIAL SERVICES FOR YOU.
In a business, the chief financial officer (CFO) is
, As a successful individual, you are the CEO of
CUST O M S OL UT IO NS
the person responsible for the finances of the your own “personal corporation” that can benefit
We provide a highly personalized
business -- he or she reports to and takes from a Personal CFO. – someone who can help
comprehensive financial
direction from the CEO. The CFO is responsible you leverage your time by understanding your
management service to ensure your
for overseeing and bringing disciplined personal goals, providing high quality market
professional success translates into
management to the affairs of the company. intelligence and balance your financial needs
financial and lifestyle success.
Even though the CEO may understand how to
hough accordingly.
We take time to listen and
manage the finances, they know that it is a better A Personal CFO allows you to make the most of
understand your situation before
to leverage their time and resources by your precious time to focus on higher priorities in
tailoring advice specific to your
delegating those responsibilities to the CFO
CFO. your life – your family, business, career,
needs.
This allows the CEO to focus on their priorities
priorities. community service, travel, or simply … relaxing.
,
FINA NCIAL SE RVI CES
• FINANCIAL MANAGEME
MANAGEMENT
flexible solutions for W HEN YO UR TI ME IS A T A P RE MIU M…
• STRATEGIC ADVICE your personal needs A C OM PRE HE NSIV E FI NA N CIAL ADV ICE SE RV ICE .
TECH NOL O GY SOL UTI ONS
• RETIREMENT PLANNIN
PLANNING We understand your busy schedule
and travels requirements.
• INVESTMENTS
YOU R C FO SER VIC E YOU R C FO – TI M SW IF T
• RISK MANAGEMENT & INSURANCE As well as meeting face-to-face with
We work closely with you to determine your personal, With over 14 years in the Financial Services Industry, Tim commenced his
your personal CFO, your
financial and lifestyle goals and objectives. career by obtaining a Bachelor of Business (Accounting) from Royal Melbourne
• CASH FLOW MANAGEME
MANAGEMENT customized advice can be delivered
We fit all of the pieces of the puzzle together by Institute of Technol
Technology in Australia. He subsequently obtained the Diploma of
personally regardless of your
• BUDGETING developing a strategic plan for you;
you making Financial Planning from Deakin University, Australia. He is a Certified Financial
location via web video calls.
recommendations for you to make decisions on; taking Planner (CFP) in Australia.
• TAX PLANNING AND S
STRUCTURING
responsibility for implementing and monitoring those
Before moving to the US in 2009 to continue his Financial Planning profession,
• MORTGAGE FINANCE S
SOLUTIONS decisions.
Tim owned and managed the Financial Planning and Insurance division of a
We place your time at an absolute premium and save
• ESTATE AND SUCCESS
SUCCESSION PLANNING
multi-disciplined financial services business in Australia. Tim commenced this
disciplined
you time by acting as a single point of contact for your
business in 1998.
Accountant, Banker and/or Mortgage Broker, Real
/or
Estate agent; and/or Lawyer In 2007 he was awarded Runner-up “Financial Planner of the Year”* for the
up
Professional Investment Services Dealer group, Australia’s largest financial
vestment
planning network. In 2008 was nominated for the same award.
OUR CIENTS
ACC ESS MY CF O
Tim provided regular commentary from Australian
Access your information anytime,
We specialise in helping Business Owners, Elite Financial Planning industry journal such as “The
anywhere via your own secure login
Professional Athletes and individuals that require more Financial Standard”
to www.accessmycfo.com
complex financial guidance.
Tim is married with two daughters and is a
th
As specialists, we add significant value to clients by
passionate snowboarder and mountain biker. Bank Accounts, Investments,
bringing to the table knowledge and experience gained
inging
Insurances, Retirement assets, Wills
from focusing upon the specific and unique needs of Note *: This award is awarded by Professional
can all be stored and located in one
these areas. Investment Services. It is NOT self nominated and is
location for your convenience.
based upon a number of criteria including but not limited
to Business production, Compliance audits, Professional
standards, Peer assessments