MoneyDrs Financial & Insurance Solutions
Business owners are faced with fixed expenses some of which are mandate by either State or Federal law such as: Workers Comp, General Liability Insurance, bookkeeping and tax liabilities.
كصاحب عمل ليس لديك الوقت الكافي للتكريس لتحليل عملك التجاري ومدى الجدوى من المصروفات ومسؤولياتك الضريبية .
We have carefully assembled a team of selected professionals to service this select group of our clients, business owners. We have taken on the task of ensuring that they receive a timely-efficient and hassle-free VIP service from those Independent professionals.
الخدمات المتاحة؛
- Tax and Book-keeping services by Tax-Experts- Certified Public Accountants (CPAs) and their firms.
- Commercial Insurance: Workers comp insurance, Business Owner Policy (BOP), Professional Liability Insurance; quotes are done through an experienced insurance broker/agency. Get the highest quality service for minimal to no fees, they shop around for you.
- Business Banking: If you are looking into expanding your business or refinance an existing high interest business obligation, we connect you with our trusted allies of business Lenders for free advice and solutions.
- Group Health Insurance.
- Group Life Insurance.
- الخدمات القانونية وتوزيع التركة
Schedule a meeting for a free Business Financial Health Analysis.
- سوف نراجع ونقيم كل ما ذكر من الخدمات ونقترح المجالات التي يتطلب المساعدة فيها.
- Your assigned MoneyDr will also recommend a proper retirement plan structure based on the size of your business and tax portfolio. Retirement plans which may be recommended;
- 401k, IRA, SEP IRA,
- تحديد مخطط الفوائد والارباح المشتركة … الخ
- حساب التقاعد الفردي المبسط
Your Assigned MoneyDr will work with your current professional, such as your CPA, or connect you with the proper professional when needed.
هدفنا هو زيادة ارباحك عن طريق تحسين ضريبة دخلك وتخفيض المصاريف لشركتك عن طريق مخطط التوارث.
Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.
DISCLAIMER! The MoneyDrs don’t charge fees for this service, but some of the professionals involved may do. There are no obligations in the process and any fees will be disclosed prior to any binding agreements or contracts. Money Drs host those services as an added value to our clients at no additional cost as a one- stop-shop CFO-like service. All the involved professionals are properly licensed in the area in which they service you. Money Drs may not be licensed in some of the services offered and they will bring in the proper professional to service you when needed at no additional cost to you.