Personal Planning

CIQ Diagnostic

Clarify Personal Direction

The CIQ Diagnostic allows us to quickly and easily establish a brief overview of your personal and business (if approprate) situation

Proactive Planning

Having established your direction we use our unique MAP planning process to drive Proactive planning opportunities and take advantage of our Virtual team of experts

Take the CIQ Diagnostic to:

  • Identify Options & Choices
  • Implement Solutions

Business Planning

BIZ Diagnostic

Clarify Business Direction

The BIZ Diagnostic evaluation will provide you with a starting point to develop a business roadmap that gets you where you want to go — and Maximize your Business Potential. Go ahead — give yourself an "unfair business advantage" today!

Maximize Business Potential

Nobody understands your business better than you — but unless you focus on the key business components — it’s unlikely you will Maximize Business Potential.

Take the BIZ Diagnostic to find out:

  • Your "BIZ" Rating % Today
  • Your Future Growth Potential %

Our Areas of Focus


Financial Planning

Investments

Retirement

Social Security

College Expenses

Safe Money Options

Insurance Planning

Life Insurance

Personal Health Coverage

Long Term Care

Disability Insurance

Home / Auto Insurance

Legacy Planning

Trust and Estate Planning

Charitable Planning

Advanced Personal Planning

Advanced Personal Tax Reduction Planning

Asset Protection

Business Strategy

Vision, Purpose & Values Workshop

4 Ways to Grow Workshop

Value Proposition Workshop

Customer Service Separation & Framework Workshop

7 Wastes Workshop

CFO and Bookkeeping Outsourcing

KPI's

Financial Forecasting

Leadership

Cultural Change

Business Exit Planning Review

Business Valuation

BIZ Diagnostic Review

Digital Employee and Robotics

Something Else

Business Protection - Risk Management

Buy / Sell Agreements

Key Man Coverage

Property & Casualty Insurance

Employee Benefits

Business Health Costs

Employee Retirement Plans

Business Finance & Cost

Business Financing

Business Operational Costs & Expenses

Business Tax Strategies

Business Insurance