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Michael provided me an insurance plan which fit my needs and gave me the security needed for my future retirement. The process was straightforward, simple and completed without any issues. Will happily do business with him again in the future.
We do wealth management, tax planning, retirement planning, financial planning, and estate planning.
We are open year-round 8A - 5P Monday thru Friday We represent our clients before the IRS We travel to our clients We provide remote capabilities for information exchange We respond to all communication timely
Estate Planning, Financial Advisor, Retirement Planning
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I offer CFO services, helping business owners succeed. I provide chief financial officer (CFO) services on a part-time, as-needed or project basis. I help small- and mid-size businesses succeed by taking the guess work out of improving profits, increasing cash flow and driving business value. Services cover all aspects of financial management and profitability improvement including financial and operations analysis, cost accounting, pricing, planning and financing. Services can be scheduled on an as-needed and cost-effective basis, whether once a month, once a week or somewhere in-between, and I'm always available when you need additional help. I can also serve as a long-term sounding board for CEOs. My job is to help you make and keep your money, devote more time to building your business and enjoy your hard-earned leisure time. Some of the benefits of working with a CFO include the following: * Increased Company Value * Increased Personal Wealth * Reduced Stress * More Free Time * Solid Retirement Plan * Security for Loved Ones * Peace of Mind * Reduced Cash Flow Worries * Exit Strategy Plan I have extensive experience in a variety of industries including the following: * technology products and software * managed IT services * manufacturing * distribution * professional services * consumer products * printing * B2C services I also have significant experience in optimizing and driving value for recurring revenue business models including software, managed services, consumables and maintenance. B2B CFO, headquartered in Phoenix, is USA's largest firm providing chief financial officer services on a part-time, as-needed basis to small- and mid-market businesses. B2B CFO also helps owners develop successful strategies to exit their business at a maximum value, while meeting their career and financial objectives. Every company, regardless of its size, needs a chief financial officer. You can now afford one with B2B CFO.
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Having a hard time seeking someone who provides financial consulting services? Look no further and choose this individual. This pro has over 30 years of experience.
Try this company if you are seeking a group that provides retirement financial planning services. They have been in the industry for 26 years.