Experience personal attention to your legal matters and excellent client service with Safe Harbor Law Firm. A cutting-edge firm focused on our clients and ensuring their needs are our first priority. From Estate Planning to Elder Law, we protect families for generations. Make sure you and your family are protected.We believe that every individual deserves robust legal counsel, no matter their circumstances. That said, our specialized focus and expertise make us an excellent fit for:- Families looking to secure the future for their children or relatives.- Seniors desiring a comprehensive plan that addresses potential future care needs.- Individuals with assets they wish to protect and pass on efficiently.- Those wanting to avoid the complexities and costs of probate.- Anyone looking for clear, compassionate guidance on elder law and estate planning matters.

Investment advisory services are offered through Summit Wealth Partners, LLC, an SEC Registered Investment Advisor. Insurance products are offered through ACB Advisory Group, LLC., a separate entity not affiliated with Collegiate Funding Strategists.

At Edison Business Advisors we are experts at small and mid-market business sales, buyers searches, valuations and consulting.Our mission is to assist business owners in properly preparing, marketing and selling their business with superior processes, methods and tools versus our competition.Business Broker and M&A Intermediary for Main Street and Lower Mid-Market Businesses.2014, 2016 & 2018 BBF #1 Total Sales Volume in Southwest Florida - 2018 IBBA Chairman's Award & Dealmakers AwardWe can help you:- Prepare and sell your business.- Identify and purchase a business.- Establish the value of your business (market and/or third-party).- Find and evaluate financing alternatives.I co-broker with other business brokers.All services are 100% confidential.Specialties:Business Broker, Business Intermediary, M&A Intermediary, Business Valuations, Business Consulting, Corporate Development, Mergers, Acquisitions, Divestitures, Commercial Property, Business Planning, Product Strategy, Product Planning and New Product Development.https://www.edisonba.com/

Business professional with a diverse background. Experienced in a multitude of areas of financial planning, tax planning, operations and accounting function. Proven ability to develop and integrate processes and procedures that cater to a client’s individual industry needs as well as impact efficiency and positively affect bottom-line productivity. Acknowledged for sound decision-making abilities, analytical skills, and problem solving skills. Strategic, methodical and reliable; enjoy the challenge of resolving long-term issues, and influencing revenue positive outcomes. Enjoy opportunities to think "outside the box" deriving new solutions to old problems. Strong grasp of software knowledge with proven leadership and interpersonal skills. Exemplary verbal and written communication skills, demonstrating professionalism to strengthen the company image. Currently in the process of sitting for the CPA exam and attaining the CPA designation.

Through using a holistic process to examine a client’s current financial strategy we feel we can create an environment for wealth based decision making based on facts and economics rather than opinion. We believe through a process focused on cost recovery we can increase wealth, reduce risk & increase liquidity without costing a client anything out of pocket. We coach people on the velocity of money to compound wealth by moving it around like the banks do.• We believe in paying income taxes once.• We believe having your money in the right spot is more important than what it can earn.• We believe that the current administration has all the right to share in your wealth but none of the risk, and we think that is wrong. In everything our firm does we believe in challenging this current administrations right to confiscate your wealth and to tax everything you do successfully. Building and preserving your personal wealth and assuring a legacy for your heirs requires specialized attention. Our team of financial strategists provide the one-on-one guidance and a comprehensive financial plan that helps you manage risk, improve performance, and ensure the growth and longevity of your wealth through unique planning strategies around a protection first and tax efficient distribution plans.We help you...•Save enough for a comfortable retirement•Pay for your child's college education•Protect your family in case you become disabled•Achieve your investment goals•Define your estate planning goals, and evaluate and recommend options.•Review your estate planning documents, including trusts and power of attorney.•Draft a plan for conserving and managing your estate after death.Because we know you and your business, you can count on us to deliver the financial security and peace of mind you need, particularly in these volatile economic times.You've worked hard for your money; let us help you grow it, protect it, and pass it on!

PRODUCTIVITY is the key to business success!Our Team can assist you with:-Business Planning (Strategic, Financial and Operational Design and Reporting)-Employee Recruitment & Training-Employee Growth and retention plans-Performance based compensation design and implementation-Business Valuations-Business Succession Planning-Management Consulting-Marketing and Sales Planning and Implementation-Asset Protection Planning-Employee Benefits Program Design-Payroll Solutions-Personal Financial Planninghttp://www.orgconsultants.com

Specialties: I offer a broad portfolio of individual life, disability income, long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.I provide total financial needs analysis through a network of experienced professionals with expertise in:• Business continuation strategies• Company 401-K Analysis, Advisory and Fiduciary Services• Advisory services • Implementation and Review of Buy/Sell Agreements• Pension Payout Alternatives• Executive Compensations Plans• Discriminatory Retirment Plan Strategies• Tax Deductible Life Insurance• Charitable Giving Strategies• Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Fee Based Planning Options on all the above

I provide total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services

A $ 2.5 Million privately owned capital machinery manufacturer specializing in auger powder fillers for the packaging industry.SELECTED ACCOMPLISHMENTS •Responsible for all areas of company including sales, planning and operations; restructured the company in 2007 to achieve net profits of 10% of sales, ending 3 years of consecutive 10+ % losses.•Avoided company bankruptcy by taking responsibility for overseeing the settlement of a 2005-2008 products liability lawsuit with no company insurance in place, for 15% of the total expected loss.•Repositioned the company and product reputation through the development of a sales & marketing plan which included publication advertising, trade show participation, networking and recruitment of manufacturing representatives in the US, Canada, Mexico, Latin America and Europe.•Achieved sales of $ 2.5 million, 10% higher then the best year in the company’s 20 year history.•Recruited, hired and established training for 13 new employees out of 25 over the past 3 years. •Developed and implemented cost accounting system which gave ability to compare actual performance versus estimated performance and led to an increase in prices and profitability of entire product line.•Secured financing to double the company’s line of credit allowing company to produce larger scope projects and invest in much needed systems and technology.•Found suitable and credit worthy investors for the business, then negotiated and completed sale of company on behalf of all shareholders.•Developed business plan, strategic plan & budgets which maximized synergies of both businesses and allowed new owners to recognize future growth potential in the business and industry.

Boran Craig Barber Engel Construction Co., Inc., Naples, FL A $ 600 Million privately owned general contractor specializing in high rise construction in Florida.SELECTED ACCOMPLISHMENTS•Promoted in 4 months and given responsibility to double the size of the accounting dept, responsible for recruiting, hiring, training supervising & evaluating personnel, growing from 3 to 6 staff accountants.•Restructured and expanded accounting department and responsibilities of staff as revenue for the company grew 50% and transactional workload more then tripled.•Redesigned & wrote procedures for new process flow for accounts payable, receivable & contract. administration resulting in better management visibility and cross training of all staff accountants. •Worked closely with controller & auditors to maintain the integrity of the financial systems & financial data for the company.•Compiled financial statements & managed six business entities for partners’ side ventures.

Falcon Financial Management, Inc., Gainesville, FL A privately held financial planning and investment services provider. RESPONSIBILITIES•Reviewing investor quarterly and yearly report packages•Presenting research on client asset allocations using Microsoft office products.

A $ 2.5 Million privately owned capital machinery manufacturer specializing in auger powder fillers for the packaging industry. Took time off from school to focus on gaining experience to add relevance to my university course; RESPONSIBILITIES · Technical selling of manufacturing equipment and spare parts, establishing international representatives. · Performing and presenting lab testing results to clients using Excel & PowerPoint. · Working with production teams to map process flow and setup inventory control system.