Congratulations!
Well Done!
Bravissimo!!
You are now a key part of a terrific financial services organization
World Financial Group
An organization that is committed to helping you
To offer and deliver superior financial products, services and ideas to businesses and households
Throughout the country
An organization that is as committed to YOUR wealth, health and happiness
As you are committed to your clients’ wealth, health, and happiness
You are not just an AGENT
You are the PRINCIPAL and OWNER…
Of your OWN enterprise
THE chief executive
And as THE CHIEF EXECUTIVE, you have a duty
To you and your family
And at EVERYDAYCPA we have a duty to you…
To structure your enterprise in a way that delivers maximum return on investment to you and your family
We LOVE to help financial services business owners and chief executives…JUST LIKE YOU!
With STAR system…Strategy, Tax, Accounting and Risk management solutions
Custom-designed for financial advisors and insurance professionals…JUST LIKE YOU!!
In our minds, this is the foundation of TRUE “practice management”
To maximize revenues and profits with good Strategy and Accounting
And minimize personal income tax and self-employment tax
We can help you structure your business the RIGHT way. NOW!!
And together we can help ensure you…
WIN, BABY, WIN!!!!
Contact us 612-232-6640
Or email Kelly@EveryDayCPA.com
