Our 1:1 30 minute discovery call gives us an opportunity to learn more about our clients and their business needs. Whether your in the market for consulting, marketing , or finance our team is ready to help address all your concerns.

Do you need life insurance? Do you need a review of your current policy? I can help!

Request here for information on Annuities

We have multiple carriers that provide coverage for children. Do you need coverage for your children or grandchildren?

This appointment block is for New Quotes and People who are not current customers. We enjoy helping our neighbors understand the sometimes confusing topic of personal insurance. Select "In-person" for a meeting in our office. Select "Phone Call / virtual meeting" and we will call you at the scheduled meeting time. Please leave your phone number for us to confirm the appointment.

Life insurance is the most important insurance policy that we could help you purchase. Select "In-person" for a meeting in our office. Select "Phone Call / virtual meeting" and we will call you at the scheduled meeting time. Please leave your phone number for us to confirm the appointment.

This appointment block is for current customers with an upcoming policy renewal. We believe that working with an insurance agent should mean more than purchasing a policy that you never have explained to you and rarely (hopefully never) have to use. Select "In-person" for a meeting in our office or your own. Select "Phone Call / virtual meeting" and we will call you at the scheduled meeting time. Please leave your phone number for us to confirm the appointment.

The Business Doctor has helped to start over 200 businesses. Book your FREE Business Consultation to help you start your business.

Please select this option if you would like to include Aflac Policies in your enrollment. You may also include Short Term Disability, and Term to Age 100 Life Insurance (not affiliated with Aflac) during the webinar.

Please select this option if you DO NOT wish to include Aflac Policies in your enrollment. The application for Short Term is completed over the phone and does not require a webinar. Term to Age 100 Life Insurance is also available with this option. *Please note that Amalgamated Short Term Disability and 5 Start Term to Age 100 Life are not affiliated with Aflac.

Comprehensive Business Development ConsultationWelcome to Optimum Financial Services, where our Strategic Tax Planning Consultation extends beyond tax optimization. Our service goes the extra mile by not only refining tax strategies but also laying the groundwork for your business's financial future.Service Enhancements:Monthly and Annual Budgeting: We assist in creating meticulous monthly and annual budgets, ensuring financial clarity and foresight for your business's fiscal health.Goal Setting Plan: Our consultation includes crafting a goal-oriented plan, aligning financial targets with your business's aspirations for growth and success.Business Plan Foundation: We help in developing the foundational elements of a business plan, providing a framework to guide your business's direction and strategies.Strategic Tax Planning: Alongside these enhancements, our service maintains its focus on strategic tax planning, ensuring optimal tax efficiency for your business.Your Holistic Business Partner: Experience a comprehensive approach that extends beyond tax planning. Our service is committed to nurturing your business's financial well-being and long-term success.Connect with Us: Schedule a consultation at Optimum Financial Services today to embark on a holistic business development journey that sets the stage for your business's financial prosperity.We are dedicated to providing comprehensive financial strategies and support, guiding your business towards its goals and sustainable growth.

Effortless Payroll Management: Tailored to Your ScheduleWelcome to Optimum Financial Services, your partner in hassle-free payroll management. Our Business Staff Payroll Services adapt to your preferred weekly, biweekly, or monthly schedule, ensuring seamless payments while handling all quarterly and annual payroll tax filing requirements.Service Features:Customized payroll services aligned with your chosen frequencyStreamlined payroll management tailored to suit your business needsReliable support ensuring accurate and timely staff paymentsHandling of all quarterly and annual payroll tax filing requirementsExperience seamless payroll management tailored to your schedule. Whether it's weekly, biweekly, or monthly, our services cater to your business's specific payroll needs while ensuring compliance with all payroll tax filing obligations throughout the year.Ensure timely staff payments and compliance with payroll tax filings without the hassle. Schedule your Business Staff Payroll Services today at Optimum Financial Services.We are committed to simplifying your payroll processes according to your chosen frequency while managing all payroll tax filing requirements.

The fee charged by Unbreakable Tax Service to prepare tax returns is $400 per year and $500 per amendment. Standard appointment booking fee is $25 and it is not refundable if you miss your appointment. The fee will be returned to you if you are on time for your appointment. (10 min grace period) Bringing in all of the current years documents help us to quickly prepare a tax return that results in the lowest allowable refund.

The fee charged by Unbreakable Tax Service to prepare tax returns is $400 per year and $500 per amendment. Standard appointment booking fee is $25 and it is not refundable if you miss your appointment. The fee will be refunded to you if you are on time for your appointment. (10 min grace period) Bringing in all of the applicable documents help us to quickly prepare a tax return that results in the lowest allowable refund.

The fee charged by Unbreakable Tax Service to prepare tax returns is $400 per year and $500 per amendment. Standard appointment booking fee is $25 and it is not refundable if you miss your appointment. The fee will be returned to you if you are on time for your appointment. (10 min grace period) Having all of the applicable documents and totals for your deductions in front of you will help us to quickly prepare a tax return that results in the lowest allowable refund.

A “Four Point Inspection” focuses only on four main areas of interest in a home: HVAC (Heating, Ventilation and Air Conditioning) Electrical wiring and panels. Plumbing connections and fixtures.

 4 Point Inspections Certified by a Licensed Professional Specialist Did you know that by conducting 4 point inspections can save you money on your home owners policy? Ask your insurance agent about this. We offer discounts on those inspections if conducted at the time of the initial inspection.

What is a Wind Mitigation Inspection: During a wind mitigation inspection, a certified inspector reports on the key features that may decrease the amount of damage your home suffers during a hurricane or strong windstorm. Did you know that by conducting Wind Mitigation can save you money on your home owners policy? Ask your insurance agent about this. We offer discounts on those inspections if conducted at the time of the initial inspection.

Pour exécuter votre planification stratégique, nous fournissons des solutions pour obtenir des subventions, des prêts ou des fonds propres en vous aidant à créer un plan d'actions, des projections financières raisonnables, des présentations aux investisseurs, et plus. Services d’accompagnement personnalisés en financement. Les services d’accompagnement personnalisés en financement s’adressent aux entrepreneurs ayant une marge de manœuvre par rapport au financement de leur organisation. Si vous générez déjà des revenus et manquez de temps pour financer vos activités de manière optimale, nos services pourraient vous intéresser. A.Rétroaction personnaliséeVous avez déjà rédigé vos documents de financement, mais avez besoin d’un avis externe afin de vous assurer de cocher toutes les cases ? Envoyez-nous vos documents à l’avance (jusqu’à 15 pages de texte), et parlez à l’un de nos experts lors d’un rendez-vous Skype ou d’une rencontre d’une heure à nos bureaux.Coût: 150$ (7$ pour chaque page supplémentaire). B.Accompagnement completVous savez que vous passez à côté de maintes opportunités de financement, mais vous êtes trop occupé.e à exercer vos activités entrepreneuriales. Vous avez pourtant conscience que, si vous obteniez du financement, votre croissance pourrait être accélérée. Propulsio360 vous offre un accompagnement complet afin de s’occuper de cette tâche fastidieuse: Élaboration   d’une   stratégie   de   financement   en   fonction   de l’avancement et du profil de l’entreprise; Rédaction de documents de financement;Correspondance auprès d’instances de financement lorsque possible; Suivi des modifications demandées.Coût: Sur mesure.  C.Gestion de projet pour les partenariats de recherche Vous avez pris la décision que la meilleure avenue, pour vous, est d’obtenir du financement pour un partenariat en R&D. Votre organisation a le vent dans les voiles et désire développer ses produits.Dans un tel contexte, il est possible de mener des partenariats de recherche avec des organisations chapeautées par des instituts de recherche. Propulsio360 offre un accompagnement complet pour vous aider à accéder au financement et à mener le projet de recherche à terme: Accompagnement pour la recherche d’un partenaire de recherche;Rédaction   juridique   d’une   entente   partenariale   avec   droits   et responsabilités pour chaque partie prenante;Rédaction des documents pour la demande de financement;Modification des documents pour le financement;Suivi de la gestion de projet de recherche;Envoi des comptes à rendre aux instances de financement en lien avec le projet. Coût: Sur mesure. *Si vous prenez plus de $1,000 de services Propulsio 360 après la rencontre initiale, le montant de $150 vous sera crédité durant votre prochain achat.