Business Analysis & Consulting Services:

​         * Financial & Break even Analysis
​​​​         * Key financial ratios
​​​​         * Business plans
​​​​         * Peer Review and coaching
​​​​         * Profit Planning and Contribution margin analysis 
         ​​​​* Fixed/Direct/Variable Cost Breakdown/Analysis
         ​​​​* Overhead planning and cash flow management
         ​​​​* Tax Strategies
         * Sales & market planning
         * Incentive programs
         * Estimating/bidding/mark-up/margin controls
         ​​​​* "Management dashboard" controls
         ​​​​* Diagnostic Business Surveys
         * Hourly and customized consulting packages

​          Health Carriers:

​         * Cigna
​         * Humana
​         * United Healthcare
​         * Anthem Blue Cross and Blue Shield

          Retirement Planning Products & Services:
​​​​
             * Life Insurance ( term & universal)
​​​​               * Annuities (Indexed & Fixed)
             * Wealth Planning
             * Infinite Banking strategies
             * Medicare Supplements
             * Key Person Insurance
             * Succession Planning

​                Other Health/Dental Products:

​                     * Dental/Vision Insurance & Discount Plans
​                     * Mini-Med plans
​                     * Gap plans
​                     * Short-term plans
                     ​* International travel health plans
​                     * HSA's, FSA's, HRA's (Health Reimbursement Arrangements)






Consulting Services