Business (218)A

Financial Services

“Helping you protect your true wealth”

 Our financial planning and investment advising practice is structured around the following fundamental beliefs:

• We commit to being proactive, keeping you informed on the progress of your investments and changes in the market and economy that could affect your portfolio or financial plan.

• We commit to do our best in increasing your understanding concerning investing and the Market.

• We commit to including in proposals and presentations, the fees and costs involved with any investment.

• We are willing to explain what you’re investing in and why we recommend it. If you don’t understand it, you shouldn’t agree to invest in it.

• One size does not fit all. Your portfolio will be customized based on your individual needs, tolerance for risk and volatility, and financial situation.

• We commit to answering your questions and returning your telephone calls in timely manner, to meet with you on a regular schedule to review your plan, your portfolio, and to answer your questions and address your concerns.

Advisory Services

We provide valuable advisory for business startups and small and medium sized businesses. Often decisions that affect how your business runs are still outside of how you run your core business. Our complete advisory services address these issues, such as employee benefit advice, financial projections for your business model, financial forecasts, and even a cash flow for your business along with budget analysis. Whatever your particular business needs are, whether you are a one person business, a small business or even a growing business that needs to consider new challenges, we can formulate a plan that will work for you.

Employee Benefit Analysis

Choosing and administering benefit plans for your employees can be a complicated process. We can provide assistance in your development, implementation and administration of your employee benefit, retirement, and profit sharing plans while minimizing it’s cost and maximizing tax benefits.

Financial Projections / Forecasts

Economic uncertainty makes it very difficult to predict the future. Fortunately, through the use of projections and business modeling, we can help you plan for it. We will work closely with you as our partner to help you achieve your business and financial goals. You will gain a unique perspective of your business.

Cash Flow & Budget Analysis

Proper cash management can enhance the profitability of your business, reduce costs and improve its liquidity. We can provide assistance to maintain optimal cash flow through tracking sources and use of cash and proper forecasting and budgeting.