Services

Entrepreneurs

Let us connect you with knowledgeable Business Consultants that can help you start your business or move your business to the next level.

Services offered:

  • Start-Up Assistance
  • Business Structure/Formation
  • Business Plan Assistance
  • Marketing/Advertising/Public Relations
  • Social Media and Online Marketing
  • Sales and Business Development
  • Access to Capital – Debt financing assistance and preparation (Loans/Lines of Credit/Alternative)
  • Accounting/QuickBooks with Certified ProAdvisor
  • Financial Analysis/Cash Flow Management
  • Business Model
  • Board Formation
  • Exit Strategies
  • Strategic Planning
  • Market Analysis/Strategic Marketing
  • Government Contracting
  • Growth/Expansion
  • Profitable Sustainability/Green
  • Management
  • Comprehensive Business Strategic Assessment and Analysis
  • Buy/Sell Business

Make an appointment today!

Commercial Insurance

Customized Commercial Insurance plans for the way you do business!

We put our trust in WFG to connect us with the Commercial Insurance Providers and Agents that know whats right for your business.  What providers, you ask?  Names you can trust, such as Nationwide, Pacific Life, TransAmerica, Crump, NetLaw, and Everest.

As a business owner, it is essential to protect yourself, your assets, your employees and your business from risk and loss with commercial insurance.  It doesn’t make good business sense to leave the very thing you have poured your heart and soul into, the thing you have carefully created and placed every last dime into, open for loss.  Don’t you agree?

 

When it comes to open enrollment, Workers Comp and, Disability Insurance; we’ve got you covered!  We are here for you year round for any health insurance or benefits enrollment need or questions!  We provide agent assisted enrollment services as well as how to instructions for those who prefer to do it on their own.   We will be there to answer any benefits questions your employees may have.  We even offer a “lunch and learn” enrollment option, where we provide lunch during your health and benefits enrollment.  What could be better than that?

Benefit Packages: disability, retirement, pension, and executive bonus plans and “after tax” options that can enhance your benefits package at no additional cost to you!

Here are just a few more examples of business insurance available:

  • Commercial Property Insurance
  • Fleet Insurance
  • Buy/Sell Insurance
  • E & O Liability Insurance
  • Key Employee Insurance
  • Exit Plan Insurance

What are you waiting for?  Schedule your insurance needs evaluation and open enrollment consultation with us today!  Call me @ 909-210-9878!

Speaking of taxes, did you know the IRS provides over 300 tax write-offs for business owners?!  Lets have a conversation about that!  Call me to go over all your available tax advantages to see how much you can save!