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Partnerships

Currently we have a strong alliance with the following professional services.

In order to uphold our mission we are continuously researching and analyzing the
professional relationships we engage in. We pride ourselves in networking within
the communities we serve; this allows us to work well with various professional
firms that can benefit our clients. Currently we have a strong alliance with the
following professional services.

For the individual client

  • Property and Casualty Insurance – home, auto and umbrella.
  • Estate Planning Law Firms.
  • CPA and Tax Accounting Services.

For the business client

  • Property and Casualty Insurance:
    Liability, workers comp, commercial umbrella, seminars, safety meetings & training,
    OSHA compliance assistance, workers compensation experienced modification analysis.
  • Business Law:
    Creation of Buy-Sell Agreements, Operating Agreements, Business Acquisitions,
    formation of Corporations (For-Profit and Non-Profit, and 501(c)(3)), and
    formation of Limited Liability Companies, any type of documents for
    corporations or LLCs like annual meeting minutes,resolutions, etc.
  • CPA and Business Accounting Services:
    Business taxes, accounting services, and payroll services.