- Personal CEO/COO/CFO & Virtual Business Management Services
Our quest is to remain cutting edge in a competitive global economy, where the rules have become a moving target. We have unique strategies to provide businesses additional revenue streams and grow their operations.
Strategic Marketing Planning:
- Company positioning/repositioning
- Goals and Strategies
- Market Opportunities
- Target market defined
- Marketing Budget
How a firm finances its overall operations and growth by using different sources of funds.
The administration of business practices to create the highest level of efficiency possible within an organization. It is concerned with converting materials and labor into goods and services as efficiently as possible to maximize the profit of an organization.
Help clients rapidly stabilize operations while also implementing a longer-term financial and operational transformation that repairs credibility with key stakeholders and maximizes sustainable value creation
Asset Protection Planning
Our firm has proactive strategies and legal techniques to protect you and deter lawsuits.
Brokerage Portfolio Investment Management
Your brokerage account should be at par or outperforming the market. We utilize the top 1% of institutional managers to give you that edge.
401K Design and Management
Every sustainable business requires loyal employees, our retirement plan makes sure your superstars never leave.
It’s not about the pile of money in the bank, but how it may help your family live a higher standard of living for eternity, we have a solution.
Financial Planning and Coordinating
We help you maximize the services from all your other financial services professionals for efficiency.
Estate, Trust and Wealth Transfer Planning
So the next generation can benefit from your wisdom and carry on your value system, what better way than TAX FREE wealth transfer using specialized trust planning!
Tax Planning and Compliance
This is NOT what your CPA does. These are tax strategies to AVOID capital gains tax when you sell your property and strategies to pay the lowest income tax rate on your rental income, above and beyond what your accountant can do.
Risk Management and Insurance Services
Do you ever feel insurance poor with all the premiums you pay on various insurance policies? If so we advise you on the exact amount of insurance you may need and WHAT type of insurance you should have, instead of guessing.
Build your legacy and let your name live on forever with the help of foundations and philanthropic planning while continually reducing your income taxes so you get to enjoy more of the fruits of their labor.
Comprehensive Financial Reporting
We wrap all the reporting of these services listed above in a digestible report available via SSL secured online portal to you anywhere in the world you may be.
Never be asset rich and cash poor due to market conditions, we help you predict your cash flow needs and show you unique strategies to operate at a consistent level.
how we help
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