Business Planning Solutions

I believe that Small Business is the key to what makes North America great! I understand that you are the expert at what you do. My goal is not to tell you what you should or should not do. Instead I work with my partners to provide you access to experts, resources, tools, information and answers in all the other areas of your business. Effectively allowing you to focus on what you do best, running your business!

My partners and I personally work with each client to learn about the challenges you are facing and then help you implement the use our services; while also working within a Preferred Network of outside professionals and small business professionals to provide access to any additional services which will help you have access to what you need; when you need it.

As a business owner, have you ever:

Had a dispute with a customer, vendor, or employee?
Had difficulty collecting money from customers?
Signed a contract or document you hadn’t fully read or understood?
Had questions about incorporating and legally protecting your business?
Been concerned about the risk of being sued by customers, vendors or employees?
Wanted to market your business more effectively over the internet?
Wanted to have a resource for ANY business or legal question, from experienced Lawyers or Business Consultants and Coaches without having to worry about the fees involved?
Wished you had a system for managing and simplifying human resource tasks?
Been concerned about your business being compliant with local, state and federal regulations?
Wanted to increase sales without wasting your hard earned money on expensive and often ineffective advertising schemes?
Wished you had a simple system to track your prospects, customers, and tasks?
If you answered yes to any of these situations, I may be able to help.

Our professionals are just as driven to provide financial security to small and mid-sized businesses as they are to families and individuals across North America. In fact, we believe that financially secure businesses are vital to our commitment to create better tomorrows for all people.
We understand that owning a business comes with hard-work, responsibility, and risk. And we want to help you protect the business you've built.

Of the 71 percent of small businesses that say they are reliant on key people for their success, only 22 percent have Key Person life insurance

Only 35 percent of small businesses have business interruption insurance

Only 59 percent of small businesses with fewer than 20 employees have workers' compensation insurance, a requirement for most businesses 14

For financial services support, we are your partner, ensuring you are prepared for the death or disability of key employees, have business continuation strategies in place, or offer beneficial services to you and your employees. Each small business solution is custom-tailored by your professional to make sure that each of your business' needs is specifically catered to.

If you need help, we are here. Please contact us by calling (818) 672-6896 or email us at