Legacy Wealth Management Advisors LLC

Established in 1984, Pinnacle Financial Services provides record keeping, consultation and financial services related to retirement plans. The company focuses on professional employer organizations. It provides several financial plans that are available in value-added formats. Its plans include 401(k) services, financial planning, wealth-accumulation strategies, executive deferred-compensation plans, business-succession planning and estate planning. The company s services are offered through several operating subsidiaries, including Pinnacle Financial Services, Creative Capital Growth and Inercore. In addition, the company offers securities and financial planning services through a partnership with Lincoln Financial Advisors, a broker-dealer and registered investment advisor. Pinnacle Financial Services is headquartered in Lantana, Fla.

One Sky is a reputable financial advisory firm located in the scenic Delray Beach FL. Known for its personalized approach the firm offers tailored financial planning and investment strategies to help clients achieve their financial goals. With a commitment to transparency and integrity One Sky provides expert guidance in a welcoming environment making it a trusted partner for individuals and families seeking financial security. Generated from this place's information

I specialize in helping home service providers grow their business by 500k in revenue in one year through proven accounting methods and CFO advising. My clients leverage my ability to help them grow, save money on taxes and secure their financial future. My goal when working with you is to organize and streamline your processes to increase income, decrease costs and grow your business. Why I do this: I love working with small business owners to take their business to the next level. Entrepreneurs are the economic engines our economy and they deserve to have professionals advising them from start up to stability. How I work with you: We'll setup a strategy session to determine what your business needs are and how I can help. If it makes sense for us to work together I'll create a fixed monthly rate for services so you always know what to expect. What I do: Review Pricing for Profitability Review Processes & Procedures for Efficiency Daily/Monthly Accounting & Financial Reporting Budgeting and Forecasting Reviewing and Implementing Internal Controls Financial Coaching & Organization Tax Filing Tax Planning KPI Tracking Business Planning & Strategy Startup Advising & Business Model Iteration How to connect with me: Mike@MLGroup.Us www.MLGroup.US 772-713-0935