of their business journey, from start-up to exit planning. Additionally, our online course, Discover YOUR Formula for

At Echelon Wealth Strategies, our mission is to help affluent individuals and . We take a proactive approach to assist with planning, execution, and follow-up to ensure successful outcomes

Windmill Strategy is a specialized web design and B2B marketing their engagements, which can range from strategy and planning to project work or ongoing services. By leveraging

. These services include estate planning, entrepreneurial services and exit planning, restructuring and turnaround, wealth management, business valuation, forensic

expert consultants offers advice and support for IT strategy planning, technology solutions, and ongoing maintenance. With our specialized

planning, oil and gas investments, partnerships, NUA, pre-exit planning, corporate cash management, project financing, private placement for

Wealth Strategies (EIWS) became a Registered Investment Advisory firm in 2016. EIWS is a fee-only financial planning

and thrive. We create effective brand and marketing strategies as well as provide hands-on management training, franchises and luxury brand companies. We provide Business Planning, Brand Management, Hospitality Marketing Strategy, Hospitality Public Relations

years and have developed and executed custom marketing strategies and integrated campaigns for residential and commercial real. Our products and services include creative consulting, strategic planning, trade show materials, product development, marketing, advertising and

an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have of services including Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA

clients maintain tax-efficiency by utilizing IRS-approved strategies to shelter income from taxes. Larson Wealth Management on risks that are unnecessary. All of our planning is centered around our clients' objectives...

an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provides a thorough menu of services including Financial Planning, Roth Conversions, Tax Preparation, Estate Planning, Fee-only

We specialize in strategies for investing within the unique context of our , and risk management. We offer investment management, financial planning, and insurance consulting, all while acquiring a thorough

draw on our knowledge of accounting and financial strategies to keep your business on track. We spend deliver the right combination of accounting services, tax planning, and professional advice that will give your company

Strategy Consulting or Business Strategy Consulting: development of diligence of potential acquisitions / disposals, long range planning, re-organisation of a company's structure, organisational restructuring, talent and rewards strategy, advise on HR/Personnel policy, manpower planning, job enrichment, job evaluation

for each legal matter needs individualized attention and strategy. With our consultation calls, we listen to you, Landlord/Tenant Law, Municipal & Local Government Representation, Estate Planning & Administration, Zoning, Land Use & Development

their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You make a plan, even the most well designed strategies can fail if not executed properly and then why we consistently monitor the progress of your plan and make changes as new developments come to

and compliance. This experience includes developing tax minimization strategies, planning business transactions, and tax audit representation. Industries served

for college, tax minimization planning and strategy, maximizing employee benefits, social security planning and maximization, and analyzing and

the most tax-efficient strategies are implemented as part of the investment plan. Insurance review is another a fundamental component of any financial planning strategy. It involves assessing current resources and determining should be included in a comprehensive financial plan. Both of these strategies can help to