Insurance, Tax Strategies & Money Matter Services

Helping With Insurance

Insurance Says I Love You --- Really!

Yep, you read that right – insurance really does say I love you. You have insurance because you love your family, your partners, your clients, and ultimately yourself. Let me explain.

When you have the right type and amount of insurance, you can relax knowing that whatever comes up, is handled.

As a business owner, you need to consider general business insurance, professional liability insurance, employment practices insurance, special events insurance, and more. You also need to consider personal lines of insurance, such as insurance to care for your home, your vehicles, your income, and most importantly to insure your life, to care for your family and partner should anything happen to you.

It can be very easy to be persuaded to buy too much insurance or the wrong kind of insurance by high pressure insurance salespeople who get paid big commissions or conversely to not get enough or overlook an important type of insurance because the insurance professional you are working with is more of an order taker than a consultant or advisor.

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We will support you to get just the right amount and type of insurance in place by recommending a trusted insurance advisor if you do not already have one, reviewing what you already do have in place, and being the trusted counselor you can turn to for an objective, third party review of your coverage – we do not get paid a commission on your insurance, so you can trust our unbiased guidance.

During our LIFT Foundation Audit, we will review your insurance and either confirm you are set up right with the right amounts and types of insurance or make recommendations if there are holes. During our LIFT Start-Up Session, we will discuss insurance, so you know what you need and who to contact to get it all set up right.

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Tax Strategies

When your tax situation is structured right, you could be paying less than 10% of your income in taxes. Yes, less than 10%. Or, you could pay as much as 50% of your income in taxes.

Strategic planning makes the difference.

While we are not tax advisors, this is another one of those things we will support you with by ensuring you are meeting regularly with your CPA (and even meet with your CPA with you on our higher level Business Growth Membership Programs), that you understand the tax strategies that are being recommended and you are able to make decisions about sometimes complex issues.

You can look to us to make saving money on taxes easy to understand and, most importantly, easy to take action on.

Money Matters

When it comes to money, most business owners are dealing with it one of two ways – you either micro- manage your books and use your financial reports as a crystal ball that allows you to predict the future OR you manage your financials by going to the ATM and checking your balance.

How do you handle money in your business? Do you have a strong relationship with your CPA, bookkeeping team, your controller?

Do you have multiple entities and is the cash flowing between those entities properly?

Need financing for your business? Need help properly tracking loans you’ve made to the business? Capital contributions? Has the business loaned you money? Each of these situations has legal and tax impacts that we help you navigate.

These are the money matters we help you with.