All participants in our roundtable discussions are welcome to be included on this list. To find what you are looking for you can use the category selections to find the type of company or services you need. Or you can look for a specific company name by using the search bar.
To get instructions on how to add your company to this esteemed list email PJ at admin@inthistogetherroundtable.com.
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NFN’s Business Planning Group focuses on the unique needs of a business owner in all stages of their business from start-up to succession. There are many unique concepts which can help business owners protect their personal and business assets while mitigating tax exposure.
Robert DePalo Jr. JD CExP, Director of Business Planning, National Financial Network
Some of those concepts include but are not limited to:
• Management Team Review & Analysis
• Employee Compensation Review and Analysis
• Review of Business Assets and Liabilities
• Buy / Sell Agreement / Funding –Creation and/or Review
• Key Person Planning Strategies—Protection & Incentive
• Retirement Planning Strategies–401k, SERP, Deferred Compensation, Annuities, etc.
• A Living Will for Your Business (Business Continuation Instructions)
• Exit Strategies –Transfer to Family/Partner(s), Insider Sale, Third Party Sale, ESOP, Liquidation
• Stay Bonus Plan
• Corporate Education for Employees
• Personal Planning Strategies for Business Owners —Wealth Management, Asset Protection, Estate Planning
Ron Chambers CITRMS
Certified Identity Theft Risk Management Specialist, Employee Benefits Specialist
How We Help | With our extensive network of providers, we can help you give your employees the benefits and resources they need to thrive in today’s challenging landscape!
Legal And Identity Theft Protection | Worried about losing time and money if your identity gets stolen? Our identity theft services protect you from hackers and the dark web. We even restore your credit to pre-theft status. Wish you could afford an attorney on retainer so you could get advice any time you want? We can make that happen!
Life & Legacy Management Solutions | Unsure how to create an emergency plan for your accounts/documents without giving others your passwords? | Our system locks your personal information up tight while making it easy to send to your loved ones in an emergency— even if you’re incapacitated.
Reduce Healthcare Costs With Telehealth | You’re only a few easy steps away from 24/7 unlimited access to U.S. board-certified counselors, psychiatrist, and physicians a medical savings program, a discount dental, vision and prescription benefit, employee digital support service, and more, all supported by a U.S.A. based helpdesk. Should you choose to check out, enter code: NTBS08
Professional, Effective Networking | Missing resources that would grow your business? We connect you with tools and professionals that will take your business to new heights.
People who are willing to live their dreams and not willing to buy into negativity! People who believe that relationships built on trust with an expert opens opportunities to greater potential wealth and stability now… through legacy.
People who believe
• If you want something, go get it!
• If you don’t want it, leave it alone!
• If you don’t want to work for it, stop complaining!
• People who want to win!!
People who expect 110% from those around them!
Myself, strategic partners and my team of specialists from my Operations area, work from where you are at with your needs, wants and dreams in the forefront of your portfolio design and decision making. I’m not afraid to talk about risk. Many advisors shy away so as not to scare you. What should scare you is NOT talking about it.
It is a pleasure to meet you here. Looking forward to speaking with you directly.
Prompting Keepsake
Create an impact by transforming your prompting into a keepsake that will last forever. Make it uniquely yours with a personal handwriting font.
Relationship Development
Never miss a moment to celebrate special occasions. Stay on top of mind with your relationships through our state-of-the-art relationship management system.
Tangible Touch
By uniting technology with your heartfelt message, we make it easy to send a card and gift anywhere, any time.
Send a Card:
Increase and Keep Customers Through Relationship marketing: https://www.sendoutcards.com/
LinkedIn: http://www.linkedin.com/in/markaweiss
The process starts with a one-on-one free consultation to discuss clients’ specific needs. Throughout the consultation we help clients narrow down the type of property, neighborhood and the price range which will fit their needs best.
Based on clients’ requirements, our team creates a comprehensive strategy on how to achieve clients' goals with minimum complications
We have compiled 20 points to consider before buying, and 10 steps to prepare before selling on our website. Please click the link to access all resources.
You can also download estimated closing costs for buying and selling, as well a sample marketing proposal package from our website.
Sindy has been providing educational services to families and businesses for the last 30 years. She started her professional background as a Speech Pathologist working with neurologically impaired children. She progressed into the pharmaceutical industry where she worked with physicians educating them about products to treat adults with neurological disorders and much more.
With her passion to educate, Sindy continues to assist people through her LegalShield business. She teaches families and business owners to recognize what constitutes legal and identity theft issues. Once a need is identified, she is able to provide affordable access to legal and privacy management services. It is her life's passion to provide services to people which assist them in navigating the challenges and road blocks that life throws their way.