Category: Financial Professionals
Coordinating Your Business Financial Professionals
It’s vital for a person to coordinate all their financial, tax, legal, and insurance needs and professionals – and the same is true for any business. At Lineweaver Financial Group and LFG Tax, we help clients with, payroll, tax issues, bookkeeping, tax planning, and everything a business needs to do to make sure they’re being compliant and withholding and paying their employees and associated taxes. And with some clients, we can use the ADP platform as a way to help scale our effectiveness. For example, we can use ADP’s systems and software to offer additional services to clients, like HR services and human capital solutions, benefits administration, and even pre-employment services, which helps us scale to a company’s needs and helps us to be effective at a company of 1 or 1,000. These services can save real time and money for businesses. According to PR Newswire, companies often spend several days of work each month and thousands in administration expenses, depending on the company’s size. In addition to those services offered through LFG tax and our relationships with companies like ADP, we offer 401k and retirement planning services that can be coordinated with your payroll provider. Having the right retirement plan is more important than ever. In the challenging labor market we’ve seen over the last year, a properly customized retirement plan and the other benefits your company offers can help you recr
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Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
Nominees in the Top 100 Magazine selections are not required to pay a fee for consideration. Individuals appearing in half and full page editorials, have paid a fee for additional exposure. Candidates for consideration are selected utilizing proprietary software. Top 100 Magazine analyzes the results before making their final selections. Financial Professionals and/or wealth managers must also met the following criteria; 1. Be registered with the SEC as a registered investment advisor or a registered investment advisor representative; 2. Have no more than 1 filed complaint with a regulatory agency; 3.Never been convicted of a felony. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the Financial Professional by any client nor are they representative of any one client's evaluation. Participants for the Top 100 in Finance appearance were reviewed in 2022, and recognized in March of 2023. Lineweaver Financial Group appeared in Money magazine in 2015, Fortune Magazine in 2016, WTAM 1100 in 2018, Forbes in 2020, Channel 5 in 2020, and Top 100 in Finance in 2023.
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