Business Conference

FINANCIAL SERVICES - WEALTH MANAGEMENT

Financial Strategies Better Than Banks, Safer Than The Stock Market!

 

HOW DO I KNOW THAT ORGANIZATIONAL SOLUTIONS GROUP IS THE RIGHT CONSULTING AGENCY FOR ME?

Organizational Solutions have partnered with a financial firm to help our clients with financial strategies that are better than banks but safer than the stock market. We do business with and represent over 80 different companies including: Prudential, Nationwide, Pacific Life, Fidelity, and Transamerica.


We provide financial services and wealth management nationwide (Puerto Rico and Hawaii included). Our new business department specializes in retirement planning, investments, insurance (Life - Accidental, Health, and Sickness), long-term care, college planning, and business owner strategies.

HOW DO YOU CUSTOMIZE YOUR SERVICES FOR INDIVIDUALS AND COMPANIES?

Our most popular strategy to help our clients happens to be a bank/cash alternative (7.9% returns), a stock market volatility alternative (zero risk of loss) and it is also a tax hedge.


Our preservative strategies are geared to clients that are near retirement or have recently retired. We help clients secure their retirement, protect their families, and give their children a financial head starts in life. We help clients create tax free retirement income.

MY COMPANY IS STRUGGLING IN A CHANGING MARKETPLACE. CAN YOU HELP US STAY RELEVANT?

There is nothing more certain that change. Just as nature and our world, businesses are in continuous evolution. Your company is either getting stronger or weaker, but it is never static.


Business owners and managers face the challenge of how to stay relevant in a changing market. Customer expectations evolve, and one of our jobs is to make sure that we continue to offer a product or service that customers want or need – at a price that makes sense.


We focus on growing a book of business/growing a clientele while simultaneously growing an agency by providing an incredible training and coaching sessions.