ABOUT US

Tailor Made Plans for Your Business and Finances

We are an experienced financial group that works with medical professionals and business owners across the country. We help simplify your life by managing the complexities of your finances with reliable proficiency. Our CFO approach initiates streamlined collaboration with your team of trusted professionals. Our mission is to ensure that all your financial capacities are in sync, so you may focus on growing your business.

HOW WE WORK

We Build Strategic
Financial Plans

We value your individuality. It’s the driving force that propels us to seek out unique solutions and fine-tune risk and reward with a clear focus on where your wealth is headed.

Analyze

We collaborated with you to identify your personal and financial goals, risk tolerance factors, and timeframes to develop scenario options best suited to you.

Strategic Scenarios

We provide clarity and confidence to your unique financial situation.
By offering a range of scenarios and the “why’s” behind them, you have the freedom to focus on what matters most.

Implement

Whatever path you choose, we’ll walk down it with you.*

Review

Life happens and plans change. We’re here to help you through it all.

how we work

Your Team of Strategic Subject
Matter Experts and Specialists

With your custom team in place, we collaborate to overcome obstacles, visualize dreams, and implement a sustainable future. Our relationship gets stronger with regular client review meetings where we update you on progress toward your goals, add perspective around current trends, and proactively ensure you’re prepared for what’s next.

Tactical Capital Services

Whether you’ve made progress toward your financial goals and need targeted advice, or you’re starting your career and need a solid financial foundation, tactical capital services provides specific guidance to attack a singular goal with its recommendation. Typical topics of discussion are optimizing cash flow and savings, managing retirement plans, choosing the right disability policy for you, and saving for children’s education.

Our process involves an in-depth interview to determine the best solutions and recommend a plan of action. As your finances grow more complex, consider our strategic capital services for an extensive review.

Strategic Capital Services

Our comprehensive fee-based planning takes a detailed multidisciplinary approach to examine all aspects of your financial situation.

We align your financial goals with a strategic plan to build wealth, offering the added benefit of having an ongoing financial planning relationship with us as your financial advocates. This process educates and empowers you to make informed decisions, with no obligation to implement our recommendations. Enjoy year-round support from a trusted team of consultants who provide periodic monitoring and maintenance of your plan.

Create a plan then attack it- A dream without a plan is a wish!

services

Financial Advisory
Services For Dental
and Medical Professionals

Business

401K, Profit-Sharing Plans
Business Continuation
Deferred Compensation & Non-Qualified Deferred Compensation
Benefit Plans

Estate

Access to Private Wealth Managers

Fundamentals

Financial Planning

Income Tax

Tax Minimization Strategies
Roth Conversions and Required Minimum Distribution (RMD) Strategies

Investment

Investment Advisory Accounts
Educational Savings Accounts
Alternative Investments

Protection

Disability Income Insurance
Insurance For Your Life
Insurance For Your Practice

Retirement

Retirement Planning
Exit Strategies

Providing clarity and
confidence to your
unique financial situation.

Meet the Team

View Bio

Bobak Khodaie

Managing Partner
Financial Planner
MBA

Bobak is the first American born of two immigrants. He was taught the value of hard work and dedication by his mother, Carmen, who was brought to America as an infant through the migrant worker program in the 50s, and his father, Morteza Khodaie, who immigrated from Iran as a college student in the 70s. They instilled in Bobak the ideals of selflessness and gratitude through helping others.

The immigrant mindset has been ingrained in Bobak’s DNA; Family is the most important thing in his life. He cares deeply about the people entrusted to him. He feels a deep commitment to the success of his team.

Bobak was born and raised in the beautiful state of New Mexico. He played junior college soccer at Mesa Community College in Arizona before returning to Albuquerque to graduate with his BA in Economics and MBA in Finance from the University of New Mexico.

Bobak is a loving and caring husband to Mariana Khodaie. She was the first American born in her family. Bobak is also the father of two amazing young girls.

When he is not working, he enjoys spending time with his family, at his daughter Nadia’s sporting events (she takes after Mariana, A D1 Tennis player), working out, and golfing. “

bkhodaie@financialguide.com
(505) 203-5163
https://www.linkedin.com/in/bobakkhodaie
Managing Partner, Financial Planner

Dustin Soflin

Investment Advisor Representative

dsoflin@financialguide.com
For Calls Only (505) 917-5660
https://www.linkedin.com/in/dustin-soflin-738227152/
Investment Advisor Representative

Dave Mann

Financial Services
Executive

DMann@financialguide.com
For Calls Only (505) 999-8525
Financial Services Executive

View Bio

Travis Cloud

Financial Planning Director
LUTCF®

LUTCF®

The client’s financial goals may include preparing for milestone life events like retirement or college, protecting their family’s future, or simply seeking insurance protection. Travis brings an elevated level of attention, insight, and capability. After analyzing the current financial situation, he helps identify financial goals and barriers, illustrates a plan of action to pursue goals and deal with concerns, identifies gaps, and offers solutions to help fill them through various Financial Planning Strategies. A University of Texas graduate, Travis enjoys everything outdoors with his wife and children.

travis.a.cloud@csomtx.com
(512) 994-8363
https://www.linkedin.com/in/travis-cloud-lutcf-32b4167/

Keith Jordan

Financial Advisor
CPFA

keithjordan@financialguide.com
For Calls Only (505) 306-0919
https://www.linkedin.com/in/keithjordannm/

View Bio

Ryan Woolhiser

Chief Investment Officer
CFA, CAIA, CPWA®

CFA, CAIA, CPWA®

Ryan joins the Capital Strategies team with over 16 years of experience in the financial services industry. At Invesco / Oppenheimer Funds, he managed Independents, registered investment advisors, and wire houses. His education and experiences allow him to wholistically analyze the client’s financials and construct an investment plan to achieve the client’s financial goals. He is a CFA® Charterholder, a Chartered Alternative Investment Specialist, and a CFA Institute and CFA Society of Dallas/Ft Worth member.

Ryan is responsible for developing a robust wealth management platform with multiple options that will enable our financial professionals to better serve their clients and prospects. He is committed to serving the Capital Strategies Financial Professionals by participating in client and prospect meetings to offer his knowledge of the economy and investment strategies. He brings to the meeting an understanding of behavioral finance which allows him to better communicate and understand the client and their concerns.

When he is not helping people with their financial future, he enjoys spending time with his wife, Allie, and his young son, Leighton, and together they are excited to welcome baby boy number two in the fall. He also enjoys golfing, hunting, and fishing.

rwoolhiser@csomtx.com
(214) 971-6739
https://www.linkedin.com/in/ryanwoolhiser/

View Bio

Michael Bayer

Advanced Markets Director
CFP®, ChFC®, CLU®

CFP®, ChFC®, CLU®

Combining his 27 years of professional financial planning practice, Michael serves as the Advanced Markets Director for Capital Strategies, focusing on complex planning solutions. With his passion for education, Michael also focuses on providing world-class financial advice to clients and fellow financial professionals. As Director of the Capital Solutions Group*, a division of Capital Strategies, Michael’s responsibilities include developing and overseeing the Capital Strategies financial planning department and associated specialists in coordination with Capital Strategies growth initiatives. Michael and his wife Jill reside in northwest Austin and have four adult daughters with whom they enjoy spending time.

mbayer2@csomtx.com
(512) 637-6215

CONTACT US

Our team is your team.
Request a consultation.

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