Payroll+ & Paycheck+ focus on improving operational efficiency for owners and reducing financial stress for employees.
Payroll+ & Paycheck+ focus on improving operational efficiency for owners and reducing financial stress for employees.
Payroll+ was created as a business consulting service, by Excalibur Advisors, to provide clear answers to your business financial services questions. Payroll+ is a financial consulting service focused on 5 business operations components: payroll/HR, managed services, group benefits, retirement plans and commercial insurance. Each of these 5 components address concerns of small business owners we serve, as a financial consultant, to help reduce mis-hires and impact of inflation while improving the effectiveness of group benefits and retirement programs.
Since my graduation from Univ of Ark, with a B.S in Chemical Engineering, I have acquired extensive experience in project management, cost estimation, financial analysis & business ownership (both sales & manufacturing) prior to my career in financial services which has included extensive experience in improving the insurance awareness of my clients, qualified retirement plan design and Special Needs Planning. I have organized educational workshops about insurance, investments, business formation, special needs planning and caregiver concerns for their dependents such as: government benefit eligibility for Medicaid, Medicare, review of guardianship, conservatorship, client advocacy issues and proper use of life insurance as a funding method for long term care and legacy planning. I have owned 4 companies, negotiated government contracts, completed grant requests, managed large group benefit plans, designed both qualified and non-qualified retirement plans and implemented programs with USDA, GSA, associations, municipalities and churches. I have experience with cyber security issues, financial statements, performance assessments and Chief Compliance Officer duties.
Paycheck+ was created to provide employees and their families with a path to lower financial stress. Paycheck+ starts with knowing your source of stress, developing a plan and letting us help you stay the course to lower your financial stress level. To effectively address the near-constant financial stress in our lives the Paycheck+ program provides web based tools each employee can access 24-7 to help have fun while you explore financial wellness, insurance awareness and testing how money-smart you are.
request your complimentary Personal Insurance Review Checklist today!