Brad Kingsley, Cfp®, Cepa® Email & Phone Number

Mount Pleasant, Sc, Us

Mount Pleasant, Sc, Us

We're breaking the outdated 1% model! We provide flat-fee comprehensive financial planning - with investment management included - at one fixed rate. Reach out to learn about how this model benefits clients over outdated traditional fee models.

Mount Pleasant, Sc, Us

Helping business owners optimize their business while maximizing its value.Value Optimization helps provide the Freedom envisioned when you started your business. Whether you want to sell your business soon, in the future, or never - optimizing for cash flow and value provides many benefits to enhancing the business you love (or want to love again)!

Mount Pleasant, Sc, Us

Helping owners:1) Increase cash flow (earn more)2) Remove dependency on themselves (work less)3) Build enterprise value (increase wealth)Maximize value, grow income, and build (or re-build) a business that can run without you - even if you never plan to leave.

Helping clients maximize their money through holistic financial planning. Fee-only financial guidance on cash flow, estate, investment, retirement, college, insurance, tax, and small business planning.

Toronto, Ontario, Ca

Your company is probably your largest asset.It’s likely worth more than your house or your investment portfolio. But unlocking the value in your business can be tricky. For you to cash out, someone has to want to buy the company you’ve created.That’s where The Value Builder Score comes in. The Value Builder Score is an assessment tool that allows you to see your company as a buyer would see it. Complete The Value Builder Score questionnaire (link below) and you will receive your overall score along with your performance on the eight key drivers of Value – each one of which is statistically proven to be important to buyers.https://maximizeyourmoney.com/value-builder-score/

Charleston, Sc, Us

* Business start-up: Corporate and legal work to start and maintain first a sole proprietorship then a chapter C corporation.* Finance: Multi-million dollar budgeting, accounting, A/P, A/R, and everything else finance related in the early years before I hired a Finance Director to take over that role.* Technology architecture: Product development, network, server, and related items design and management, Microsoft Windows Server, Microsoft SQL Server, and related support - especially focusing on enterprise-quality solutions for high-performance and high-availability. Performed this personally for many years then worked with the Director of IT that I placed into this role.* Management: Managed a 20+ team with a focus on customer service and family feel; targeted the type of environment expressed in the book Raving Fans. Handled this personally for many years then hired Chief Operating Officer into this role.Technology Solutions Experience:* Managed Server Solutions: Especially Microsoft stack (MCSE, author, and speaker) with a smaller amount of experience on the Linux stack (RHCSA).* High-availability solutions: Front-end server web farms, Microsoft clustering solutions, virtualized solutions (Microsoft Hyper-V, VMware, Xen), hardware, network, and systems redundancy, content replication, synchronization, and centralization solutions.Microsoft Windows Server, Microsoft SQL Server, Microsoft Hyper-V Virtual Machine Manager, Microsoft Internet Information Services (IIS), Performance Analysis, Performance Optimization, Development Familiar, CentOS, MySQL, Apache

Charlotte, Nc, Us

Built-out distinct development, quality assurance, and production environments to help isolate and stabilize the production environment. Also helped architect a better high-availability solution by combining web farm technology with changes to the code to allow for better scale.Developed policies and processes for handling the movement from development through the QA team through to the production environment. Worked with the web operations, quality assurance, and server support teams to enhance the overall environment efficiency and stability.

Consulting/Contracting for Bank of America, First Union, Sprint: Microsoft-platform web programming, Microsoft web stack (IIS) configuration, Microsoft SQL Server and Oracle T-SQL queries and stored procedure development and optimization, web architecture guidance for a internal-to-web conversion projects.

Us

I was a systems architect on the advanced technologies and integration team. We spent a lot of time researching and testing high-performance and high-availability solutions. Microsoft Windows Server, IIS, SQL Server, Windows Clustering, SQL Clustering, etc. Also performed some Active Server Pages and Microsoft SQL Server programming.Developed potential solutions, load and stress-tested them, documented and made recommendations. For the recommended solutions we further documented, helped deploy, then handed-off solutions to the daily operations teams.

Certified Financial Planner (Tm) Coursework, Finance And Financial Management Services

Bachelors, Business - Marketing

Federal Income Tax, Federal Income Tax