Bookkeeping is complex, necessities for each business are different. I offer customized services and together we will create the package that works for you and your business. I also offer catch up services such as reconciliation, uploading transactions from statements, categorization of transactions, chart of accounts, Year end task and closing books. I am here to help save you the headache, time and money. Schedule a free 30 minute consultation to learn more about the tailored financial services I offer! calendly.com/essentialbk
Employee Benefits: Coordinating research, design and implementation of benefit programs to align employment culture and financial goals. Through relationships with our carriers, we offer: Group & Individual Medical Insurance Dental / Vision / Group Life Insurance Medicare Supp. & Part D Voluntary Benefits Short & Long Term Disability / Critical Illness Individual, Executive & Group Qualified Long Term Care Employee Assistance Programs Organizational Development Retirement & Executive Benefit Plans: Finding ways to reward, retain, and recruit key executives is an ongoing challenge. We provide a range of executive solutions so we can meet your executive benefit needs. Non-qualified Deferred Compensation Plans: Supplemental Executive Retirement Plans Group Term Carve-out Programs Split-Dollar Plans Long Term Care Programs Supplemental Disability Plans Compensation Consulting Wealth Advisory Services: Our broker/dealer, Kestra Investment Services, LLC, offers a range of products and services from the nation's leading investment companies,including: Mutual Funds Annuities Variable Life Securities Financial Planning IRAs Advisory Services Retirement Plans 529 Plans 401(k) Plans Business Succession Plans Estate Analysis As Investment Adviser Representatives, we advise on a range of insurance and benefits issues. We give a higher level of advice, due to our ability to link client planning data with sophisticated economic, investment, and money management analytical resources.
Gallagher is a global leader in insurance, risk management and consulting services. For over 90 years, we've been providing solutions by putting the needs of our clients first through The Gallagher Way.
Estate Planning, Financial Planning and customized legal services
