WE DO NOT PAY OR RECEIVE PAYMENTS FOR REFERRALS
Our referrals are made because we are the right person for the job. Those to whom we make referrals are also simply the best people to serve your clients’ needs.
our partnerships are based on trust and mutual respect.
Your primary goal is to support your clients as they strive to achieve their life goals. Whether those goals are financial, business, personal or professional, the partnerships we form are with firms who put their clients first.
Our long history in the industry has given us the opportunity to create lasting relationships with trusted partners in all areas of professional services, from CPAs to investment bankers, from estate planning attorneys to insurance brokerages, we take great pride in sharing our network with you and your clients.
When your client has a need, we want to be your first stop for insights, referrals, and advice.
Investment Bankers: Getting maximum value for the sale of a $10 MM plus business through a range of transaction types, including buy- and sell-side mergers, acquisitions, divestitures, minority, and majority recapitalizations, and private/public stock offerings.
CPAs: Minimizing income taxes, and maintaining compliance.
Valuation Experts: Determining the value of a business.
Estate Planning/Asset Protection Attorneys: Personal estate planning documents, tax reduction strategies, and asset protection
Business Transaction Attorneys: Handling transactional matters, including mergers and acquisitions, capital raising, fund formation and securities compliance, and filings for a variety of public offerings (IPOs, APOs) and private offerings.
Commercial Insurance Brokers: Risk Management with workers’ compensation, E&O, EPI, property, etc. insurance
Employee Benefits Brokers: Competitive group health, dental, long-term care, and supplemental insurance.
Personal Lines Insurance Brokers: Home, auto, boat, plane, earthquake, flood, etc. insurance
Third-Party Administrators: Design and implement company retirement plans for maximum tax savings and employee retention.
Employment Law Attorneys: Employment and separation agreements, compliance with federal, state, and local employment laws. Defending businesses in various aspects of employment litigation.
Bankers: Real estate and commercial lending, cash management.
Business Brokers: Getting maximum value for the sale of a business worth less than $10 MM.
Mortgage Brokers: Independent mortgage loans and refinance options.
Commercial Realtors: Leasing, Purchasing of commercial real estate.
Residential Realtors: Buying, or selling a home, condominiums, apartments, or land.
Fractional CFOs: Outsource CFO, Controller, or accounting services.
Fractional COOs: Fractional COO integrates the vision, core values, and strategic plan to manage accelerated growth.
Business Coaches: Maximize business value while taking advantage of opportunities to optimize efficiency for maximum growth.
Bookkeepers: provide secure and accurate bookkeeping services to maximize profits while saving time, money, and resources.
Human Resource Consultants: Outsourced Human Resources to provide employee handbooks, and assist with a crisis, project, or specific problem with employees. Ensure compliance with federal, state, and local employment laws.
Recruiting: Helping companies attract, hire, and retain top talent.
Culture Consultants: Company culture will be aligned and integrated with purpose through talent strategy and development.
Information Technology Consultants: Cybersecurity, data recovery, consulting, computer networking, network support, and home networking.
Exit Planner: Analyze and develop a transaction readiness plan to sell or transfer a business. Design and implement value enhancement strategies.
Alternative Lenders: Provide alternative financing options through banks, private capital, and equity funds for growth and acquisitions.
Our referrals are made because we are the right person for the job. Those to whom we make referrals are also simply the best people to serve your clients’ needs.
While we pride ourselves on holding our clients’ hands in times of need, we also provide honest feedback and can help audit existing relationships that clients may have outgrown.
Our expansive network of the highest caliber of professionals provides the right services at the right time. We make referrals based on long-standing relationships.
We are experienced navigators in times of loss and shepherd our clients and your clients through the most challenging times.
We are forward-thinking and strategic in the way we support our clients from getting them the right investment banker to referring the right business attorney. Our partners have depth of expertise in their chosen fields.
Insights into the strategies we implement for our clients.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. Click the following link to learn more from the California Consumer Privacy Act (CCPA)
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC Investment advisory services offered through The AmeriFlex® Group. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance services are offered through Scott Chelberg as a licensed agent independent of SagePoint Financial. California Department of Insurance License #0694123.
Investment products and services from this representative(s) available only to residents of Arizona (AZ),California (CA),Colorado (CO),Florida (FL),Georgia (GA),Kentucky (KY),Massachusetts (MA),Michigan (MI),Minnesota (MN),North Carolina (NC),Nebraska (NE),New York (NY),Ohio (OH),Oregon (OR),Pennsylvania (PA),South Dakota (SD),Texas (TX),Virginia (VA),Washington (WA).
Retirement Solutions Inc BBB Business Review
Working with an advisor who is a Better Business Bureau member cannot guarantee investment success or that financial goals will be achieved. Advisors who participate in this program pay a fee for accreditation review/monitoring. The Better Business Bureau is not affiliated with or endorsed by [name of broker/dealer].
© 2024 Retirement Solutions Inc.
site design by digitalstoryteller.io
© 2024 Retirement Solutions Inc.
site design by digitalstoryteller.io
This site uses cookies. By continuing to browse the site, you are agreeing to our use of cookies.
Accept settingsWe may request cookies to be set on your device. We use cookies to let us know when you visit our websites, how you interact with us, to enrich your user experience, and to customize your relationship with our website.
Click on the different category headings to find out more. You can also change some of your preferences. Note that blocking some types of cookies may impact your experience on our websites and the services we are able to offer.
These cookies are strictly necessary to provide you with services available through our website and to use some of its features.
Because these cookies are strictly necessary to deliver the website, refusing them will have impact how our site functions. You always can block or delete cookies by changing your browser settings and force blocking all cookies on this website. But this will always prompt you to accept/refuse cookies when revisiting our site.
We fully respect if you want to refuse cookies but to avoid asking you again and again kindly allow us to store a cookie for that. You are free to opt out any time or opt in for other cookies to get a better experience. If you refuse cookies we will remove all set cookies in our domain.
We provide you with a list of stored cookies on your computer in our domain so you can check what we stored. Due to security reasons we are not able to show or modify cookies from other domains. You can check these in your browser security settings.
These cookies collect information that is used either in aggregate form to help us understand how our website is being used or how effective our marketing campaigns are, or to help us customize our website and application for you in order to enhance your experience.
If you do not want that we track your visit to our site you can disable tracking in your browser here:
We also use different external services like Google Webfonts, Google Maps, and external Video providers. Since these providers may collect personal data like your IP address we allow you to block them here. Please be aware that this might heavily reduce the functionality and appearance of our site. Changes will take effect once you reload the page.
Google Webfont Settings:
Google Map Settings:
Google reCaptcha Settings:
Vimeo and Youtube video embeds:
The following cookies are also needed - You can choose if you want to allow them:
You can read about our cookies and privacy settings in detail on our Privacy Policy Page.