We are a business consulting firm with the knowledge, skills, and experience to get things done. One important planning step often skipped is development of a solid financial plan. A financial plan gives you a better grasp of the financial requirements of your new business, and clarifying your financial picture can help you develop better strategies, pinpoint trouble spots early, and optimize your business for growth. Our team is composed of actuaries, investment professionals, attorneys and other experts – all of whom have years of experience in the financial services and other industries. Our principals and key thought leaders have combined financial and corporate experience in the services described in this solicitation.