About

— J. Michael Stolp is President & CEO of CFO Solutions Inc. (“CFO”) based in Phoenix, Arizona. CFO is a member of the CFO Advisors Network. Stolp is a graduate of the Harvard Graduate School of Business. He is a Certified Public Accountant (licensed in Arizona and South Carolina) and a member of the American Institute of Certified Public Accountants, South Carolina Association of Certified Public Accountants and the Arizona Society of Certified Public Accountants.

— Financial planning and registered investment advisory services are provided by CFO.

— The information in this CFO X-Ray$ is intended as a public service to provide information of a general educational nature to members, clients, advisors and others who have previously requested information about CFO and/or other interested persons. Such information herein is not to be construed as financial planning, investment, insurance, legal and/or tax advice. By providing this information, CFO is not creating an advisory relationship with any reader. Such an advisory relationship may only exist if in writing and approved by CFO. CFO is an independent, boutique financial planning and investment advisory firm which specializes in the unique planning needs of doctors and focuses upon economic issues which confront them. Services are offered only by CFO’s exclusive consultants called CFO Financial Advisors, who consult with Doctor-clients to develop their individualized CFO Financial Treatment Plan, and then to implement its integrated, optimized recommendations. Any engagement is only undertaken after preparation and evaluation of the potential Doctor-client’s CFO Financial Treatment Plan and acceptance of the engagement by both parties.

— IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any matter addressed herein.