Contact David Kenik
Get a custom proposalWe help Families to create a Safe Retirement.
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Year founded
Founded 2010
Service Lines
- Accounting
- 20%
Select Focus Area
- General Accounting Focus
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- Business Consulting Focus
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- Due Diligence Consulting
- 20%
- Sourcing and Procurement Consulting
- 20%
- Corporate Training & Coaching Focus
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Industries
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Clients
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