Calfee Financial
Advisors^®, Inc.

Calfee Financial Advisors provides holistic and global financial planning, guidance and other services to individuals and institutions. Peter Calfee is a registered representative with and offers securities and advisory services through LPL Financial (LPL)Member FINRA/SIPC. Calfee Financial Advisors, Inc., is separate from LPL Financial (LPL) and is not a broker dealer.

Significant Responsibilities, High Expectations

As the president, executive director or head of a not-for-profit institution or  independent school, you have significant responsibilities and high expectations. Much like the CEOs of for-profit multi-million dollar operations, you lead and manage substantial enterprises.

These are demanding positions with many challenges:

• Profit and loss responsibilities including day-to-day management of operations.

• Communication with constituents as to the value of your institution.

• Expectations to attract, retain and continually motivate faculty, staff or administrators.

• Raising capital and monitoring all financing issues.

• Development of endowment resources.

• Government-mandated benefit and retirement requirements.

• Long-range strategic planning.

As Head, President or Executive Director, How Can You Value:

• Your drive to have an influence?

• Your love of people, passion for learning and desire to help?

• Your desire to improve your institution, constituents, financial security and yourself?

• You are in demand: How will fulfilling this position advance the school or institution … and your career?

Calfee Financial will assist you in answering these questions—and bridging your position with the board to provide a win-win solution. The goal is to arrive collegially at an agreement that satisfies all parties. This enables everyone to focus on carrying out the mission and pursuing the vision of the institution. See compensation case histories.

Person-Specific™ Planning and Financial Expertise for Successful People®    @Copyright 2005-2009 Calfee Financial Advisors

This web site does not constitute an offer of securities in any jurisdiction. Neither business transactions nor communications
related to securities and/or personal investment advice for compensation can be made without full compliance with your
state's registration requirements. Securities offered through LPL Financial (LPL) Member FINRA/SIPC.
Licensed to sell life insurance in AZ, CA, CT, FL, IL, IN, KY, MD, MI, NC, NJ, NY, OH, PA, TX, and WI.
Registered to offer securities in AR, AZ, CA, CT, FL, IL, IN, KY, MD, MT, NC, NJ, NY, OH, PA, TX AND WI.