Prosperity has many pathways, let's find yours
Perhaps your career isn't where you want it to be? Perhaps you know someone who just needs some assistance finding the right opportunity.
50+
Years Experience
200k+
People helped
1,000+
Members of the Cozy Coiliton
100K+
Covered with Preventative Health Care
Helping Buisness and the people that power them
Career Services
Our investment advisor starts by conducting a comprehensive financial assessment to understand your goals, risk tolerance, and current financial situation. We then create a personalized financial plan that outlines clear steps to help you achieve your objectives, whether it's retirement planning, saving for education, or wealth accumulation.
Health & Wellness for Employees at no net cost to Employers
We offer a groundbreaking way to benefit both employees and the company with one simple process. Our Program is a Section 125 Pre-Tax plan that prioritizing employees' health and wellness "at no Net Cost" for the employer and employee. Plus, the employer receives between $480 - $620 in tax savings annually for each enrolled employee, and employees will see a monthly increase of $30 to $300 in take-home pay by participating in the program.
Research and Development Tax Credits
Claim your part of the billions of dollars offered each year in government tax incentives for businesses. No industry or business type is excluded, although by the nature of their activities, some are more qualified than others. Numerous lucrative federal and state tax credits and incentives await companies, offering the potential for tax optimization. Only $15 Billion out of the total $100 Billion available was claimed last year. Did You Get YourTax Credits?
SelF Employed Tax Credits
If you're self employed, a 1099 contractor, a freelancer, or a small business owner and file a 1040 tax return with attached schedule C and your business was affected by the COVID-19 pandemic in 2020 and/or 2021 (and most were), you could get up to $32,220 from the IRS.
Reducing Engergy Costs
Reducing your monthly expenses on Energy directly increases your profit to your bottom-line. There are multiple pathways to accomplish this goal, including negotiated price reductions in Energy Deregulated States, as well as leveraging Commercial and Residential Solar programs.
Cloud Computing and Security
The Cloud has changed everything, including the way your computing will be distributed and supported. Our patented software platform is designed to automate, manage and deliver your computing, applications and cloud technologies – lower your IT costs while securing your applications and protect your business data from cyber thieves.
Easily create interactive "Choose-Your-Own-Adventure" presentations that blow PowerPoint and videos away. Our service was especially designed for businesses with a large sales team. Some of our happy customers include: Mary Kay, eXp Realty, WFG, Experior Financial, BEMER, and The American Red Cross.
Employee & Business Benefits
Businesses often face management challenges related to employee benefits, payroll administration, risk management, compliance with HR regulations, and talent management. Our innovative technology simplifies the process of managing your most vital asset – your people.
Online ADA Compliance
Making your website compliant while offering a fully-accessible user experience is more simple than you may think. Leverage our suite of automated ADA compliance solutions to expedite implementation while creating a legal shield against would-be litigators for non-compliance.
Our Media Partners D.O and Podcast
Our advisors stay up-to-date with the latest market trends and economic developments to ensure that your portfolio remains adaptive and responsive to changes. Trust in the expertise and dedication of our team as we partner with you on your journey towards financial prosperity.
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