With over twenty years of administrative, financial, and non-profit experience, we know about having to do more with less. We are aware of the challenges faced by families, start-up visionaries, and seasoned professionals alike. Let our team provide solutions for you, your family and your business!
You insure your car.
You insure your house.
Why not insure yourself?
Let our representatives help you plan to protect your family.
Are you ready for retirement? Have you planned for your child's education? We assist with 401(k), Annuities, Mutual Funds, and 529 plans. Let us help you develop that roadmap for the future.
With our financial readiness tools, we are ready to provide you with an overview of your financial health. Our team can assist with budget and estate planning to ensure you and your loved ones are protected for now and later.
Our 3rd party vendor has saved clients hundreds. Contact us for a free quote.
Our 3rd party vendors ensure you are covered against identity theft. If you need legal services (wills, trusts, etc.) we can assist.
Strategic Plans ~ Visioning Sessions ~ Business Plans~
Non-Profit Start Up
We assist you in developing your ideas into actions. We can help you organize your vision and lay the foundation for your to start your business. We will prepare federal and state filings to ensure your vision is planned and executed.
Organizational Needs Assessment ~ Leadership Training ~
Job Analysis ~ Performance Planning
We assist you in developing not only your business but your personnel. We seek out efficiencies to make your business more effective and your employees more engaged.
Volunteer Opportunities ~ Community Event Planning ~ Social Media Management
We assist you in branding efforts by performing outreach services on behalf of your organization. We will not only recommend the best course of action for outreach, we will do it for you.
Grant Funding Research~ Gifting Opportunities
If you are a non-profit in search of grant opportunities, we can assist in research and drafting of grant proposals. We even provide spreadsheets to allow for simple grant administration and fund tracking.
If you are in search of gifting opportunities, our partners can help you find non-profits whose vision closely align with your own.
Services are tailored for your needs. If you would like to provide our financial services as a benefit to your employees, we would be happy to come to your establishment or host a zoom call to provide an overview. Call or email to schedule your consultation today!
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