Services We Offer
Business Insurance
Life Insurance
A one-time payment to your business when you pass away. Your business can use this for whatever it needs.
Business Overhead Expense (BOE)
An expense reimbursement plan if the owner or key person cannot work. This covers the expenses required to keep your business afloat - rent, min. debt payments, etc.
Critical Illness
A one-time payment to your business if you're diagnosed with a critical illness. Your business can use this for whatever it needs.
Group Health Insurance
Helps cover health costs for your employees. There are many ways to structure this, depending on your company's budget. This is an effective employee retention benefit.
Key Person Insurance
A one-time payment to your business when a key employee or partner of whom the successful operation of your business depends passes away.
Business Financial Coaching
A professional, one-on-one analysis of your personal and/or business finances.
Are you worried about managing cash-flow, how to pay yourself, whether to get an accountant or bookeeper and who to talk to about…everything?
We offer one-on-one personalized coaching, as well as business coaching programs.
If you’re ready for financial clarity and to tackle the next step in becoming the Best Business You, Get started here! (Not quite that ready yet? Get in touch here.)
With a financial overview and analysis, we’ll look at cash flow, financial set-ups and management, goals, and plans. Our advisor can work in conjunction with your other professionals (accountant, lawyer, bank advisor, etc.) to ensure a full picture is in place.