Taking Care of Business

As a full-time, self-employed consultant, my health and retirement benefits must be taken care of separately. While having private insurance isn’t necessarily expensive, it’s not always easy to figure it out. Fortunately I’ve found a few great women to assist me.

Thanks to their help I am well on my way to being healthy, happy and well provided for.

In an effort to pay it forward, I offer them up to you as resources for your professional needs. So go ahead…take care of business. You’ll have a greater peace of mind so you can focus on your business. 

Karen Buckley-Camp | Financial Representative | karenbuckleycamp.com

Karen and I share an alma mater (Mount Holyoke College). She has been invaluable in helping me set up the appropriate retirement accounts, disability and life insurance policies. With a straight-forward, yet compassionate approach, Karen has an amazing talent to explain complex concepts so that they are easy to understand. I highly recommend her.

Rhonda Miller | Matsen & Miller, PLLC | rhonda4law.com

Rhonda came highly recommended from Karen. As an attorney who specializes in customized estate plans, business entity plans, and asset protection programs, Rhonda helped file the paperwork necessary to help keep my estate and assets financially and legally protected. She’s smart, helpful and very approachable. As a dog lover, she also understood my need to protect my canine, as well as human assets safe and secure.

Rita Schooley | Wendroff & Associates | wendroffcpa.com

A great CPA is hard to find, especially when you’re a self-employed consultant. Fortunately, Wendroff & Associates have been with me from the beginning and have helped me file my taxes each year. They are are patient, understanding and knowledgeable and I couldn’t do it without them.

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