Our Elite Concierge Service was created out of demand for clients who are looking for our high level services in one premier platform. This elite service provides exclusive time with our Financial Planners, Accountants, Coaches, CFO, and Operations Manager and guides you through a unique, custom delivered discovery process, designed around your business. Working with you, and your team we can then provide an unbiased and accurate perspective in the following areas of your business and life:
Transitional - Where are you and where do you want to go?
Fulfillment - Is your professional and personal life in balance?
Data and Analytics - How well does your technology and data serve you?
Taxes and Accounting - Are you taking steps to minimize this year’s tax liability?
Business Processes - Are you systematic, streamlined, and integrated?
Organizational - Are the right people engaged, and doing the right job?
Customer Relationship - Are you connected to your clients and customers?
Marketing - Are you on target? Getting quality leads? Promoting referrals?
Financial - What’s your “money type” and do you have a comprehensive plan?
Exit Strategy - What are your options? How and when?
Most importantly, we don’t just tell you what you should do, but can help implement change to make a difference you can see!
Limited contracts available per year. Minimum contract price ranges around $35,000 but is dependent on your individual needs, and goals. Contact Ellie Krumm directly at 607-275-1275 for availably and how our team can help yours!
Certain representatives of SAL Inc. are also Registered Representatives offering securities offered through Comprehensive Asset Management and Servicing, Inc. ("CAMAS"), 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054. 1-800-637-3211
Member FINRA/SIPC. Financial Solutions is independent of CAMAS. Check the background of this firm on FINRA’s BrokerCheck.
This website is for informational purposes only and not an offer to buy or sell securities. Leslie Strebel is licensed in the states of New York and New Jersey. .
Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.
© The Strebel Planning Group | All Rigts Reserved 2013 - 2016