How I can help you
Skilled in designing employee benefit programs to attract, retain and reward directors, executives and professional entities. Expert in enhancing executive benefit packages utilizing Disability Insurance, Life Insurance and group ancillary benefits such as Dental, Long Term Disability, Health Savings Accounts, Voluntary Savings Plans and Supplemental Executive Retirement Plans. Develop strategies for business continuation or succession planning. Skilled in installing and monitoring programs such as Stock Redemption Plans, Buy-Sell agreements and Employee Stock Option Purchases programs. For clients in the metropolitan area, I am available for face to face mentoring with the goal of designing a strategic plan for successful business growth using appropriate financial services tools.
Areas of Expertise
- Accounting & Cash Flow
- Business Plans / Startup Assistance
- Marketing, Public Relations & Sales
- Finance & Insurance
- Professional, Scientific, & Technical Services