ONGOING ACCESS TO A VETTED AND TRUSTED CONSORTIUM OF OTHER LOCAL BUSINESS OWNERS FOR ANYTHING YOU NEED THAT COMES UP IN LIFE
When it is time to find quality work for a competitive and fair cost that may be outside the realm of the financial services world, my team is happy to bring our world of vetted and trusted local Arizona resources to the table for any personal or business needs you may have now or in the future. Common examples of introductions to other professionals I can make for you (where I trust them and know them) would be in the following areas:
- Financial Planning and Fiduciary Advice for Businesses and Individuals
- Property, Casualty and Liability Insurance for Business (and Personal Lines)
- Contractors (for any size, from small jobs such as home improvements to hundreds of millions, such as hotel and stadium builds, etc)
- Roofing Experts and related service and contracting
- “CEO Whispering” / Consultative Services for the CEO by a former large company’s CEO
- Web site development and SEO Services
- Equipment leasing services
- Outsourced I.T. Services
- Tax Planning / CPA Service
- Pest Control for Residential, Commerical and Real Estate needs
- Swimming Pool and Spa Contractor
- Private Vehicle Dealer/ Leasing / Sales Company
- Mortgage lending
- Banks and Other Specialist Lenders, or Access to Investor Pools of Funds (as Needed for Capital)
- Document processing, workflow, and copying/printing
- Printing Specialists who can create / market on any surface
- Telemedicine services
- Movers
- Realtors for Residential, or Commercial Office Space
- Attorneys in Family Law, Business Law, Estate Planning, and Real Estate
- Human Capital Management Services, Including Payroll Services
- HVAC Heating / Air Conditioning (Residential or Commercial)
- Credit Card & Merchant Services / Payment
- Business Relationships
- Marketing Services including radio and television