Products & Services

BUSINESS TRANSITION & PROTECTION

Key elements in an entrepreneur’s financial plan include protecting your assets and planning for retirement on your own terms

Business ownership provides a wonderful opportunity to build generational wealth. As a business builder and licensed financial professional, I saw an opportunity to partner with leading financial services companies and advisors to present options for entrepreneurs to protect, manage and grow wealth.

In my niche practice, I work with business owners, freelancers, contractors and consultants to help bring piece of mind around issues related to:

• Business Transition & Succession

• Income & Asset Protection

• Philanthropy & Charitable Giving

HEALTH INSURANCE FOR ENTREPRENEURS

Sidecar Health is a revolutionary new health insurance product out on the market for individuals.

Sidecar Health saves its members 40%* or more on health care costs by giving them a Sidecar Health Visa card they use to pay their healthcare provider directly at the time of care. Every covered medical service and prescription drug (there are more than 170,000 of them) has a fixed benefit amount that Sidecar Health will pay toward that service or drug. These benefit amounts can be easily found in the Sidecar Health app so members know exactly what their plan will pay and there are no surprise bills later. Members can personalize their coverage by choosing their annual max benefit and prescription drug coverage. And, members can use Sidecar Health at any healthcare provider they want – there are no networks.