We simplify your life by working with our firm to help you coordinate and collaborate with your financial and business strategic partners to minimize costs and maximize the effectiveness of your entire financial picture. We prefer that you spend less time and energy on all the distractions so that you can maximize your time on the things that matter most, like your career, family, and personal life.

Business Management

  • Bill Monitoring, Paying & Banking

  • Personal, Business, & Tour Bookkeeping

  • H/R Administration & Payroll Processing

  • Business Entity Analysis & Creation

  • Business CFO Services

  • Business & Corporate Compliance

  • Contract Payment & Royalty Collection

  • Major Purchase Negotiation

  • Legal Support Services

  • Personal Concierge Services

Client Financial Portal

Financial Coaching

  • Goal Setting & Tracking

  • Life Transition Planning

  • Financial Crisis Management

Income & Cash Flow Planning

Credit & Debt Review

  • Credit Report & Score Analysis

  • Credit Repair Oversight

  • Credit & Loan Acquisition

  • Debt Analysis & Reduction Strategies

  • Debt Restructuring & Refinancing

Risk Management Oversight 

  • Health, Life, Disability & LTC (Video)

  • Home, Autos & Rentals

  • Professional Liability (E&O), Umbrella

  • Business Liability & Commercial Property

  • Employee, Event & Miscellaneous

Tax Planning

  • Tax Preparation Oversight

  • Tax Planning & Projections

  • Tax Compliance Review

  • Tax Audit Representation

Investment Planning

* Investment Management Provided by MGO Wealth Advisors​

Employer Benefits Planning

  • Retirement Plan Analysis

  • Employee Benefit Planning

  • Group Insurance Review

Estate Planning Oversight

  • Estate Plan Review (Video)

  • Asset Title & Beneficiary Review

  • Asset Protection Strategies

  • Estate Tax Review

  • Postmortem Estate Planning

Collaboration, Coordination & Execution

  • Attorneys

  • Agents / Managers

  • Accountant  / Tax Preparers

  • Insurance Agents

  • Real Estate Professionals

  • Banking / Financial Reps


Knowing your ideal outcome in advance increases the probability of all success. Spending time to do this at the beginning will accelerate your results.