MS Consulting Group LLC Competitors

Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through CapAcuity, LLC; Lion Street Advisors, LLC (LSF) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI, LSF and CapAcuity, LLC. are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners. ABOUT FULCRUM PARTNERS: Fulcrum Partners (fulcrumpartnersllc.com). With a team of experienced industry professionals who serve with diverse skill sets, targeted experience and in-depth expertise in executive compensation and benefits consulting, the financial professionals at Fulcrum Partners, a OneDigital Company, focus on an integrated approach to the design, financing and plan administration of executive benefits programs. Originally founded in 2007, today the company is part of the OneDigital advisory firm and has executive benefits advisory offices in Atlanta, Georgia; Chicago, Illinois; Charleston, South Carolina; Columbus and Cleveland, Ohio; Delray Beach, Orlando and Ponte Vedra Beach, Florida; Los Angeles and Newport Beach, California; Portland, Oregon; Salt Lake City, Utah and Washington D.C. THE FULCRUM PARTNERS TEAM: Steve Broadbent in Atlanta, GA; Tom Chisholm and Kenny DePaola in Chicago, IL; Christopher H. Nyland in Charleston, SC; David H. Fisher in Columbus, OH; Kristine Kopsiaftis in Delray Beach, FL; Phillip L. Currie, Jr. in Salt Lake City, Utah and Newport Beach, CA; Monte Harrick in Los Angeles, CA: Adam Monson in Newport Beach, CA; Scott Cahill, Jon Kearn, and Christine Scott in Orlando, FL; Bruce H. Brownell and Joseph A. Thompson Ponte in Vedra Beach, FL; Andrew B. Hart Washington, DC; and Craig E. Cayford in Portland, OR.

Business Planning Group assists organizations and clients in understanding and implementing qualified plans, executive and employee benefit plans, enterprise risk management, and estate and legacy planning strategies. We help clients build personal wealth, attract and retain successful teams, and create a powerful impact into the future. We personally work with all relevant parties to help them understand the potential rewards that are available when they take a proactive approach to their financial planning. Our services provide IRS compliant options that minimize tax impact while protecting and enhancing lifetime earnings.

Neil Jesani, CFP and BeamaLife help high-net-worth individuals such as physicians, dentists, successful business owners, professionals & corporate executives and corporations to create substantial additional wealth through intelligent “outside of the box” financial planning. BeamaLife will also help to reduce their taxes with “little known” IRS-approved strategies. Our GALIP-based investment strategy helps you enhance your return and reduce your risk in both good and highly volatile period. Please visit www.BeamaLife.com for further information. Our Core Values 1. Unbiased Advice 2. Uncommon Wisdom 3. Mutual Learning 4. Act Responsibly 5. Superior Service Our Promises 1. We will help you create wealth with high, but safe fixed returns 2. We will bring to you the specialty knowledge that is always in the best interest of our clients 3. We will help you reduce your taxes with smart, IRS approved strategies 4. We will provide you with comparative, unbiased solutions 5. We will always deliver superior service and state-of-the-art technology 6. We will earn your business every day and never become complacent