myFamilyCFO
Financial Services • 
Wausau, Wisconsin, United States • 1-10 Employees
Company overview
| Headquarters | 500 N. 3rd Street, Wausau, Wisconsin 54403, US |
| Phone number | +17159429967 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | RIA, 401K, Business Succession, Wealth Transfer, Retirement Income, Financial Planning, Estate Planning, Investment Management, Family Wealth Management, Life Insurance Analysis, Net Worth Management, Longevity Management, Retirement Cash Flow Analysis |
| Founded | 2011 |
| Employees | 1-10 |
| Socials |
Key Contact at myFamilyCFO
Joann Miskowski
Business Services Director
myFamilyCFO Email Formats
myFamilyCFO uses 1 email format. The most common is {first initial} (e.g., j@myfamilycfo.net), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@myfamilycfo.net | 100% |
About myFamilyCFO
myFamilyCFO, Inc. is a privately owned company specializing in executing a unique process helping successful people organize, manage and get their arms around their overall financial game plan. This multi-step process helps clients make good decisions for themselves, their family, business and community myFamilyCFO helps restore simplicity, balance and focus, giving clients clarity about their future direction, confidence about what they’ve already achieved, and the capability to achieve bigger goals! And the bottom line — they get to a point where they enjoy a more constructive and rewarding life. At myFamilyCFO we make it a priority to listen to our client's most important hopes, dreams, fears, goals and objectives to gain a 360-degree view of their personal and business landscape, and then, and only then, deliver carefully crafted advice and tailor-made solutions for estate creation and preservation, retirement income, longevity management, business succession and wealth transfer plans.
myFamilyCFO revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
myFamilyCFO has never raised funding before.
myFamilyCFO Tech Stack
Discover the technologies and tools that power myFamilyCFO's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
CDN
Security
JavaScript libraries
Tag managers
Security
JavaScript libraries
Font scripts
Miscellaneous
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