FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our software system is customized to fit the unique needs of businesses of all sizes and industries. We provide our services a la carte. Payroll, HR management, Time management solutions, Insurance and Investments can be purchased separately if needed.
- What is your typical process for working with a new customer?
We first go through a needs analysis so we can understand the nature of the business and to gain an understanding of what resources your may need.
- What education and/or training do you have that relates to your work?
I am an economics based financial planner servicing small business.My practice is focused reducing risk, tax liability and excess expenses associated with running a business . My primary goal is to introduce and implement strategies to streamline operation while improving company profitability. I carry the Series 6 and 63 investment licenses so that I can assist my clients with the accumulation and transfer of wealth to future generations. I have a life and health insurance licenses which serves to assist business owners in implementing creative benefit packages which reduce employee turnover.