CFO4Life offers individuals and businesses unparalleled service in investment portfolio management and financial planning. With over 100 years of collective professional experience, our dedicated team of Certified Public Accountants, Certified Financial Planners®, and MBAs provides personalized and comprehensive guidance for wealth management. We seek opportunities to maximize your wealth through strategies guided by fundamental research, disciplined valuation techniques, and a long-term approach. Our team is always motivated by a focus on you and your financial security. We understand the importance and value of time. We give you what you want- more time, less stress.

Advisory services through CFO4Life Group, LLC. Securities offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 5187 Utica Ridge Dr., Davenport, IA 52807. 563-326-2064 CFO4Life Group, LLC. and Ausdal Financial Partners are separately owned and operated.

CFO4Life

Levi McMellian

This department provides financial planning and advisory services to clients, helping them achieve their financial goals.

Financial Services

This department manages administrative tasks and provides support services to enhance operational efficiency.

Administration and Support

This department provides strategic direction and governance for the organization.

Executive Leadership

This department manages tax compliance, planning, and strategy to ensure adherence to tax regulations and optimize tax liabilities.

CFO4Life

Org chart

Teams

Financial Services

Administration and Support

Executive Leadership

Tax Department

Offices

CFO4Life

Org chart

Teams

Financial Services

Administration and Support

Executive Leadership

Tax Department

Offices

Related companies