The Partner Plug
The Partner Plug partners with your business to create a customized support plan.
We don’t just provide you with a service, we work with you to meet your goals and needs. We have the experience and resources to give you the peace of mind that everything will be taken care of.
You are overwhelmed with the administrative part of your business and your personal life and it is taking you away from what you love to do
You are growing and understand it is time time to bring on a strategic partner with someone who understand you and your business
This is the first time you have come into money and honestly, you don't know what you don't know
You are not financially savvy and would like someone to provide a second opinion and make sure everything makes sense
You have multiple advisors and you can't keep up with the the tasks and sometimes they conflict with your legacy goals