In The News

The CFO 2021 First Quarter Client Update

The S&P 500 Index of U.S. stocks gained +5.8% in Q1 and its 4-quarter, annualized gain of +53.7% is the strongest gain of the post-war period. The list of catalysts that drove Q1 stock market performance is long and varied: [1] one of the most oversold extremes on record a year ago, [2] vaccine development, [3] economic reopening, [4] the resurgence in corporate earnings, [5] the unprecedented support by the Federal Reserve, and [6] the three rounds of fiscal stimulus totaling $5.2 trillion.......read more

Welcome to CFO Capital Management

and Cruice Financial Organization

There's no shortage of get-rich-quick deals and wealth accumulation strategies that over-promise, but will those “poof, you're rich” schemes help you sleep better? For over 20 years, CFO Capital Management and the Cruice Financial Organization have been dedicated to providing its clients with investment peace of mind and confidence in their financial future. We believe in prudent, long-term investment management through disciplined financial planning. Our approach stresses the importance of developing and implementing a sound, real-world plan that protects your current wealth while building higher levels of future prosperity. As your personal CFO, we will guide you forward through our hard work, diligence, and agility to meet your evolving personal needs in a dynamic world.

Let's get started
 

To get a true idea of our dedication, experience and vision, call us today for a consultation. We're confident that you'll start sleeping better after our very first meeting.

 —Jay S. Cruice, Jr., M.B.A., CFP™, CLU, ChFC, CFS

PLAN

C.F.O. Financial Planning is a disciplined process that can help you accomplish your life goals including taking control of your financial life, making sound financial decisions and ultimately achieving financial independence and a satisfying retirement.

PROTECT

C.F.O. Financial Planning is rooted in and secured by sound, cost effective risk management strategies that help you sleep well at night by protecting your family's financial future against the unforeseen expenses that arise from potential liability, disability, life and other health risks.

PROSPER

C.F.O. Financial Planning – above all else – is directed toward the achievement of our clients' long-term prosperity, which is more than about just wealth accumulation. Prosperity includes the personal enrichment that comes from pursuing good health, maintaining strong family values, and having a solid sense of personal accomplishment and goal achievement.