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Financial Freedom is closer than you think.  

We help business owners reduce taxes, risks and expenses. This can improve bottom line profits an average 28% at NO RISK and NO COST up front.  (Business Owner Video)

We are Global Partners of Above The Standard.  We help organizations of all sizes in many industries to be more profitable and best in class by increasing profits, improving costs, and enabling growth

Our Main Areas of Cost Reduction & Business Growth Services:

  • Cost Reduction Services | Buying Group
  • Procurement and Supply Chain Services
  • Audit and Compliance Services
  • Management Advisory Services
  • Human Resource Services
  • In House Training and Global Training Services
  • Merchant Credit Card Processing

As a Team Based Model Consultant, Gail helps Accountants reduce the risk of losing clients by being more proactive. Watch CPA Video

Protect Your 401k (403b / 457) From Stock Market Swings

A recent survey estimated that 79% of Americans work for an employer that has a 401k.  Most employees have expertise related to their work but, do not have investment experience.  Does that include you?

Ask Gail for your free report showing our quarterly allocation recommendations based on your specific 401k / 403b / 457 investment menu.  We won’t touch your Plan - we’ll analyze what you have quarterly and provide you our recommended allocations so you can make the changes yourself.   

Simply email Gail a copy of your recent 401k statement showing your Plan name, full Plan investment menu and your current Plan allocations. This will allow us to create a free report on how you can protect your assets with our recommended allocations quarterly.  Email:

It’s like getting a 2nd opinion from a doctor on how to treat your situation – you can take it or leave it – but now you can hire us to help you have the security of knowing why and how to protect your savings. 

We're Making Smart Legal Coverage Simple - LegalShield 

What if instead of shelling out hefty fees for a few days of legal help, you paid a monthly membership and got a law firm for life?  We make legal representation accessable, affordable, full-service. Now you can live life knowing you have a lawyer in your back pocket who, at the same time, isn't emptying it.  This is available to Individuals, Business Owners and as a Group Employee Benefit.


Millions of People Lose Their Identity Every Year. Don't be One of Them - IDShield 

IDShield is the best way to protect your identity. Guaranteed. How do you beat criminals?  With the best team possible. Kroll licensed private investigators don't stop until your identity is fully restored. You have our $5 million Service Guarantee. Protect yourself from getting less and paying more.        This is available to Individuals, Business Owners and as a Group Employee Benefit.


Become Debt-Free (Including Mortgage) In 9 Years or Less - WITHOUT Spending Any More:

Do you have a mortgage, credit card debt or student or car loans?  Are you on track to be in debt for the next 20-30 years or longer? Is debt weighing you down, and you feel like you will never get out of debt?

You're not alone. Many Americans today find themselves in a financial mess they did not plan for.  But you don't have to stay in this situation. There is a way out.  It is possible to be completely out of debt - including your mortgage - in 9 years or less.  It is possible to build a tax-free retirement, without risk.

Discover how to manage your money to grow your savings, reduce your debt and avoid these costly pitfalls.

Meet with Gail for 20 minutes to learn how.  Call 305-807-2725 or CLICK HERE to book your Free Consultation (online or in person).

Not sure which Life Insurance products suit you?

We offer a wide array of insurance products from many national carriers, and will tailor these products to fit your needs. We will work with you and customize a plan to protect you and your assets. We are a company you can trust!

Click Links & Buttons below for quick online access to basic coverage.

Book a free call with Gail for comprehensive analysis and planning


AFLAC Accident Indemnity Advantage (VIDEO)