Employee Retention Tax Credits (*time sensitive*) - Yes, you can still qualify even if you received a PPP loan!
Work Opportunity Tax Credits for Businesses - Are you hiring? Don't leave money on the table.
Financial Literacy Workshops - Financial wellness for your staff! These complimentary workshops are an excellent addition to a well rounded benefits offering
AllyHealth Virtual Care Partner - a well rounded virtual care option for businesses and individuals/families that's easy, affordable and convenient
Personal Finance Survey - My team and I are aiming to help families strengthen their Financial Literacy by providing everyday folks with a variety of tools that most of "Main Street" isn't aware of. Fill out this brief form to learn more!
Financial Strategy and Beyond / Synergy Financial
"Self-serve" Life Insurance - If you must....but I (REALLY) do recommend you chat with a professional! I know one ;-)
Schedule a Complimentary 30 Minute Consultation for Your Business
Schedule a time to meet, Zoom, or chat!
Not ready to schedule a chat? No worries! Message me here and let me know how I can help you.
My first podcast! On Financial Legacy with Lea on Mission Matters Podcast Network
How can workplaces effectively support mental health?
Employee Retention Credit — Still The One (The Latest Update)
What is WOTC Screening and How Can it Affect My Bottom Line
The significance of financial wellness benefits for employees in a COVID-19 world | BenefitsPRO
4 Ways To Shift Your Money Mindset From Scarcity To Abundance