The Welch Group

Chief Financial Officers aren’t just for businesses – By understanding that your family functions similarly to a business, we are able to serve as your family’s CFO. Our goal is to make certain that the nature of your assets is in alignment with your cash flow requirements, both now and in the future.

Welch Group Team
Welch Group Approach

As part of the Welch Group family, we take the responsibility of helping you maintain a sufficient amount of continual cash flow. We focus on providing income tax oversight, review of your debt and strategies for restructuring (if necessary), strategies for philanthropic giving, long-term investment leadership; and other functions to improve the efficiency of the business.

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Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement, and the specific requests and needs of the client.  The Welch Group does not serve as a law firm, a certified public accounting firm, nor an insurance agency. The Welch Group does not prepare legal documents or tax returns, nor does it sell insurance products.