Request a complimentary consultation to start or tune-up your financial life for 2017. Offers consultation, advisory services and investment management to individuals and businesses in the areas of: Financial Planning, Investment Management Insurance and Risk Management, Retirement Planning,Tax Planning and Estate Planning.
How many people do you know today that has less than perfect credit or have an excessive amount of debt? Our protection plan membership is the perfect combination of unique services and benefits that every family needs to protect their identity, credit, finances, assets and lifestyle, while also providing many significant savings opportunities. Take a second to see what this membership has to offer
Money Management Educators exists to provide personal and family security through financial wellness education. We are committed to being the premier resource for objective information and innovative ideas for our corporate clients and their employees. Every decision we make, every action we take has one overriding purpose: To equip people with the tools for financial success.
NY Li is focused on helping individuals & businesses “Keep Good Going” with effective Protection & Financial Strategies. Mark has over 15 years of experience helping market, grow & develop medical practices & businesses, & consulting with entrepreneurs to develop and execute comprehensive financial, expansion and succession planning strategies. The services and strategies he offers include Asset Management, Risk Management and Insurance Planning, Retirement Planning & Finance Planning.
We serve small to medium size business owner with our comprehensive tax planning services, cohesive financial plans, and investment strategies designed to build and preserve a life and legacy of meaning.
Whitehead Business Solutions (WBS) is a full service business solutions provider. We partner with our clients to provide tax, accounting and other business development services. Our leaderhsip team has over 35 combined years of accounting, tax and business management experience and will support you in all aspects of your business’ growth and development; from the everyday to the complex. Accounting & bookkeeping, Individual & corporate federal tax, Legal Entity Formation, and Payroll processing.