Virginia Financial Planning
Insurance - Long-Term Care
Insurance VA - Life Insurance VA
Creekside Lane, Winchester, VA 22602
Annuities in Virginia and WV - Smart people are always on the look out for a safe haven for their retirement dollars. Selecting the best investment depends on your financial goals and market conditions. Fixed annuities are low-risk investments that can help you reach those goals.
Fixed Annuities are insurance contracts that protect against loss of principal and interest gains and will optionally provide a lifetime income stream. Creekside Insurance Advisors, does not offer financial advice on any financial products other than fixed annuities.
Financial Services Director
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sales categories and projections - product costs - gross profit by sales class - cost relations - job costing - cash flow - marketing ideas - customer relations - collections of past due receivables - development of a business plan - participation in board meetings
Monthly or Quarterly VA Financial and operations reporting - Developing VA Accounts Receivable collections plans - Developing VA Business Plans - Budgeting VA Business - Cash Forecasting VA Business - Participating at VA Board Meetings - Coordinating activities with your VA tax preparer - Participating in discussions with banks to develop lines of credit - VA Equipment purchases, leasing and other financial transactions - Streamlining VA office organization and paper flow - Creating job Virginia descriptions and Titles - QuickBooks Software Set up.
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