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 25 years ago—one that was focused on the client and their needs above all else. And one that offered a full range of services that clients could access, always knowing they were receiving objective advice. Today, that vision has become a reality with double-digit asset growth since its inception and over $2 billion in assets under management.
CFO4Life incorporates a personalized approach 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.
CFO4Life Group, LLC (“CFO4Life”) is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not constitute an endorsement of CFO4Life by the SEC nor does it indicate that CFO4Life has attained a particular level of skill or ability.
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. Insurance products are made available through the licensed insurance agency LMBCII, which is an affiliate of CFO4Life Group, LLC. Tax preparation services also made available through LMBCII.
CFO4Life
735 Plaza Boulevard, Suite 100
Coppell, Texas 75019
214.637.9500
