True wealth. It’s not just about money. It’s also about dreams. Goals. Financial independence. Peace of mind and security. And the confidence of knowing that for every age and stage of your life you have a plan for your portfolio and financial future. This was the vision founders Levi McMellian and Brian Chastain had when they started considering what a comprehensive financial planning firm could really be more than 20 years ago—one that was focused on the client above all else. And one that offered a full range of services that clients could access knowing they were receiving objective advice. Today, that vision has been realized with a double-digit asset growth since its inception and almost $2 billion in assets under management.
A personalized approach empowers you with the support of multiple professionals, delivering the complete package of wealth management services—retirement planning, estate planning, tax services, and 401(k) management for employers. The firm’s relationships are built on a specific, selective fit process that elevates the ordinary client experience.
CFO4Life—a wealth of experience for your financial future.
Investment advisory services offered through CFO4Life Group, LLC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Road, Davenport, IA 52807 (563)326-2064. Member: FINRA/SIPC. CFO4Life Group, LLC. and Ausdal Financial Partners are independently owned and operated, www.ausdal.com. CFO4Life Group, LLC. is an SEC registered investment adviser. SEC registration does not constitute an endorsement of CFO4Life Group, LLC by the SEC nor does it indicate that CFO4Life has attained a particular level of skill or ability. Insurance products are made available through the licensed insurance agency LMBCII, which is an affiliate of CFO4Life Group, LLC. Tax preparation services are also made available through LMBCII.Hi
735 Plaza Boulevard, Suite 100
Coppell, Texas 75019