Media Relations Information

Media Relations Information

 

Family Business Office, Inc. (FBO) is a fee-based independent registered investment advisor and Certified Financial Planner (CFP) practicing in the Dallas-Fort Worth Metroplex since 1992, whose primary clientele consists of closely-held business owners and retirees.  We are accessible and willing to provide information on short notice to the media on the following topics, in which we possess extensive knowledge and/or experience.

 

  1. Investing in gold and silver, including bullion.  Our clients have been successfully investing in gold and silver since 2003.
  2. Investing in the currencies of selected foreign countries – since 2003.  These investments will continue to benefit from the global decline of the US dollar.
  3. Safeguarding assets held at banks, brokerage firms and elsewhere.  We have taken steps to insure the safety of our clients’ wealth in the event of continued financial and geophysical disruption.
  4. Identifying secular markets and their implications, and distinguishing between bull (or bear) markets in real assets vs financial assets.
  5. Near-term and intermediate-term economic and geophysical trends.  We continue to benefit from information which has allowed us to some extent to anticipate current economic developments.
  6. Setting up and investing in self-directed 401(k) plans and IRAs.
  7. Strategic and business planning for small business.
  8. Reducing the cost of group medical insurance, including HSAs.
  9. Small business tax considerations.
  10. Organizational structures for small businesses.

For fastest response, please direct your inquiries as follows:

  • Item 8 – call Lori Rose at 214.629.8960 or 972.369.0658.
  • Items 9 and 10 – Call Dezann Korbuly at 817.355.0935 or 817.437.8055.
  • Items 3 or 7 – Call Wayne Peterson at 817.422.4990.
  • Items 1, 2, 4, 5 and 6 – Call Wayne or Dezann.

Our main numbers are 817.684.8600 and 1.800.659.4570