PCA Retirement & Benefits Inc

Roark Capital Group is an Atlanta-based private equity firm whose primary focus is organizations headquartered in the Southeast, and franchise, financial services and niche manufacturing businesses located throughout the United States. The firm specializes in companies with growth prospects and revenues between $20 million to $500 million. The group considers investments in a number of industries with a particular focus on multi-unit distribution companies, consumer brands, packaging and service industries. The company s role is to assist management in a variety of ways, including leveraging its relationships with third party advisors, lenders and strategic partners; setting equity and incentive driven compensation plans; enhancing strategic planning processes; assisting in the sale of under utilized assets; upgrading and enhancing technology; introducing new sales and marketing initiatives; identifying and financing add-on acquisitions; and developing and implementing exit strategies for the business. Roark Capital Group is named after Howard Roark, the main character in Ayn Rand s The Fountainhead .

Dalton Education in Suwanee, GA offers a comprehensive range of CFP education programs, study materials, and exam preparation courses to help individuals satisfy the CFP education requirement and pass the CFP exam with confidence. With a focus on quality instruction and flexible learning options, Dalton Education provides a pathway for professionals, educators, and students to enhance their financial planning knowledge and skills. From the CFP Capstone Course to the Dalton Review Course and Continuing Education Ethics Course, Dalton Education equips learners with the necessary tools and resources to succeed in the financial planning industry. With a blend of self-study resources, instructor-led classes, and exam-focused materials, Dalton Education's programs are designed to support students through every step of their CFP certification journey.Generated from the website

SpecialtiesWe offer a secure solution to monitoring a senior's financial accounts and paying their bills on time with complete simplicity. Paying Bills Bills are checked for proper payee and accuracy of charges and credits. A summary of bills will be sent to the designated person for approval. Ensure the senior has the money to pay the bill. Bills are paid on time. Maintaining Financial Records Bills & financial records are sent electronically or by mail to us (we scan and upload). All financial documents and records are kept electronically in a private file accessed via our secure portal. Document storage is HIPPA compliant. Preparing Budgets When we begin the service we upload a recent history of transactions, then categorize both income and spending so trends can be seen. We then determine their month by month budget, using a calendar view for forecasting. We do not tell the senior what they can or cannot spend, we just make sure they know what they are spending. The budget helps us monitor the senior's monthly spending so we know when it is outside of normal spending patterns. Balancing Checkbooks The senior's account is synchronized as transactions occur using specialized software, keeping balances up to date. A senior that needs financial protection should NOT be writing checks on their own. IF they need that ability, they will need to have a separate account used solely for that purpose...