Fiduciary Financials continues to build on 30 years of award winning financial systems and processes designed & managed by David O'Brien. He managed financials for small $1 million non-profits & multi-national $500 million segments of Honeywell Inc with excellent audit outcomes. He received his Certificate in Management Accounting, an MBA from the University of Wisconsin & Masters Computer Science from the University of Saint Thomas..
The initial consultation to survey your needs and answer questions is free.
Our firm is here to help you with your financial
wellbeing. From creating an inventory of your current situation to managing an estate and everything in between. We're here to help you focus on what is important in the most ethical & cost effective manner possible.
We prepare & file all your reporting needs with designated people, financial institutions, governmental units and others.
10,000 Americans turn 65 everyday with life expectancies far exceeding that of any previous generation. Need assistance planning or administering the financial changes that can happen in the blink of an eye? We communicate with you and designated family, friends, courts or the government.
We document assets, liabilities, expenses, income and related legal / insurance documents & Identify gaps.
With a fiduciary manner, we pay bills, collect income, buy, sell assets & close out estates. Comprehensive financial reports help you plan ahead.