myofficegurus.com

Registered Investment Advisory/
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Please check the services that you would like information on. We will contact you for
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Transition Support SEC REG S_P/HIPPA/FINRA Compliant

Hands Free Transition SEC Reg S_P/HIPPA/FINRA Compliant
(** 15% DISCOUNT IF ORDERED BY MAY 31, 2012)

Powerful Collaborative Document Management SEC Reg S_P/HIPPA/FINRA Compliant
(Paperless System) (**5% DISCOUNT IF ORDERED BY MAY 31, 2012)

Hands Free Conversion to Paperless SEC Reg S_P/HIPPA/FINRA Compliant
(**15% DISCOUNT IF ORDERED BY MAY 31, 2012)

Experienced Advanced Insurance Platform

Recruiting and Event Resources

Sales, Presentation and Seminar Training

Investment/Sponsor Management

New Revenue Sources

Resources for Your Office Manager

403b Consultants

RIA Resources

RIA Compliance Consulting

Fiduciary Self-assessment

ERISA Fiduciary

Due Diligence and Private Placement Resources

Industry Experienced Legal Professionals

Financial Audits

CFO Services

Payroll and Bookkeeping

Human Resources

Management and Employee Training

Complete Collaborative Planning Resources

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Health Insurance

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