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

• Secure Financial Website (Video)

• Account Aggregation Services

• Real-Time Financial Reports

• Digital Document Vault

Financial Coaching

• Goal Setting & Tracking

• Life Transition Planning

• Financial Crisis Management

Income & Cash Flow Planning

• Income Maximization Analysis

• Budget Creation & Tracking (Video)

• Cash Flow Analysis

• Cash Reserve Analysis

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 Analysis & Management (Video)*

• Private Investment Oversight

• Real Estate Purchase & Sale Analysis

• Retirement Plan Creation (Video)

• Education Planning (Video)

* 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