ONE FIRM PUTTING ALL THE PIECES TOGETHER

Business assistance and advisory services with regard to business start-up and expansion, strategic planning, data analysis, infrastructure analysis, decision making and risk management; Business information and accounting advisory services; Providing online business management services including accounting, marketing, business project management, and business development; credit referrals for financial planning customers; education for business operations

Financial planning, namely, retirement planning, estate planning, advising individuals and businesses on wealth management and employee benefit plans, and risk assessment and recommendations for life, health and disability insurance

Business training in the field of executive coaching, namely, training for business operations, business and/or personal finance, business leadership management skills, and customer and employee programs in the nature of seminars, education services, namely, providing mentoring and advisory board services for business owners