Blog

Category: Financial Services

Coordinating Your Business Financial Professionals

Coordinating Your Business Financial Professionals

Posted By Lineweaver Financial Group
September 29, 2022 Category: Business Coordination, Financial Professionals, Financial Services

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

Categories
Finance (60)
General (43)
Commentary (35)
Newsletter (30)
Economy (27)
Portfolio (24)
Blog (24)
Educational (16)
Retirement (14)
Economic Commentary (12)
Taxes (8)
Tax (8)
Letter From The President (7)
Healthwatch (7)
Market (6)
Bonds (5)
Estate Planning (4)
Q3 (4)
Inheritance (4)
Market Commentary (4)
Markets (4)
Health (4)
Tax Planning (4)
Investments (3)
Trust (3)
IRA (3)
New Year (3)
Dividends (3)
Lineweaver (3)
Insurance (2)
Strategies (2)
Awards (2)
CFP (2)
Crain\'s (2)
Stock (2)
Resolutions (2)
Goals (2)
Financial Planning (2)
Trump (2)
Market Update (2)
Social Security (2)
HealthWatch (2)
Investment (2)
Planning (2)
Charity (2)
Strategy (2)
Annuity (2)
Annuities (2)
Tax Strategies (2)
Spotlight (2)
Coordination (2)
Healthcare (2)
Volatile Market (2)
Q2 Newsletter (2)
2019 (2)
Holiday (2)
Economic Outlook (2)
Election (2)
Financial (2)
End Of The Year (1)
Medical News Today (1)
Pros And Cons (1)
Your Retirement Playbook (1)
College (1)
Interest Rates (1)
2020Q4 (1)
Markets Don\'t Pick Sides (1)
Medicare Supplements (1)
Sleep (1)
Healthy Living (1)
2021 Outlook (1)
Medicare (1)
Fraud (1)
Education (1)
Estate Plan (1)
Real Estate (1)
Eductional (1)
News (1)
Investment. Advisers (1)
2020Q3 (1)
2020 (1)
Technology (1)
Series (1)
Cosultation (1)
Business Coordination (1)
Professional (1)
Analysis (1)
Money (1)
Dollar (1)
Fitch (1)
Rating (1)
Cds (1)
Invest (1)
Donation (1)
CDs (1)
Financial Planner (1)
Legacy (1)
Lineweaver Financial Group (1)
Will (1)
Estate (1)
Outlook (1)
Financial Advisor (1)
Retirement Plan (1)
Legacy Planning (1)
Beneficiary (1)
Wealth Transfer (1)
Tax Strategy (1)
Tax Brackets (1)
Wealthtrac (1)
Sales (1)
Financial Professionals (1)
Security (1)
Financial Services (1)
Employee (1)
Clients (1)
School Tuition (1)
Cefex (1)
Certification (1)
Certified Financial Planner (1)
Retirement 401k 529 (1)
Second Opinion (1)
Cyber (1)
Finances (1)
Recession (1)
Spam (1)
Email (1)
Banks (1)
Postnuptial (1)
Prenuptial (1)
Agreements (1)
Nuptial (1)
401k (1)
Crains (1)
529 (1)
IRS (1)
Probiotics (1)
Elder Law (1)
Steps (1)
Bloodline Trust (1)
Market Volatility (1)
Investing (1)
Cryptocurrency (1)
Bitcoin (1)
Advice (1)
Summer (1)
Q3 Newsletter (1)
In Laws (1)
Trusts (1)
Marital Trust (1)
Travel (1)
Vacation From Investments (1)
Screens (1)
Eye Strain (1)
2018 (1)
Market Review (1)
Rising Interest Rates (1)
Financial Quarterback (1)
Quarterly Newsletter (1)
Tax Law (1)
Drink Water (1)
Travel Tips (1)
Exercising (1)
Distribution (1)
Eat More (1)
Market Review 2017 (1)
Letter From The President New Years Resolutions (1)
Transfer Real Estate (1)
Defer Tax (1)
Top Financial Strategies Of The Wealthy (1)
Market Pullback (1)
Reallocation (1)
RMD (1)
Tariffs (1)
Bruce Motko (1)
NAFTA (1)
Trading (1)
New Tax Law (1)
529 Plans (1)
Charitable Giving (1)
Q2 (1)
New Website (1)
LFG (1)
Client Spotlight (1)
James Lineweaver (1)
Vacation Home (1)
Nutrition (1)
Lose Weight (1)
Dementia (1)
Review (1)
Credit Unions (1)
Pse (1)
Big Banks (1)
Savings (1)
Checking (1)
Banking (1)
Longterm Care (1)
POA (1)
Buy (1)
Power Of Attorney (1)
Charitable (1)
Donations (1)
End Of Year Taxes (1)
Black Swan (1)
(1)
CARES (1)
CARES Act (1)
Stimulus (1)
Sell (1)
Sell In May And Go Away (1)
Diversification (1)
Pro Football Hall Of Fame (1)
Stocks (1)
Market Outlook (1)
Financial Goals (1)
Jim Lineweaver (1)
New Years Resolutions (1)
Healthy (1)
Cooking (1)
Tips (1)
Q1 (1)
Anne Graffice (1)
Congress (1)
David Baker (1)
Sring Cleaning Your Finances (1)
Keeping Your Mind Sharp (1)
Q2 2019 (1)
Legal (1)
Wills (1)
Chad Roope (1)
Roth Ira (1)
Roth Conversion (1)
Traditional Ira (1)
Jobs (1)
+ Show More

Terms and Conditions | Privacy Policy | Disclosures

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.
Crain's Cleveland Business is a print and online newspaper delivering local business news and information to Cleveland's business executives, which is published by Crain Communications Inc. The Crain's 2024 list may employ different methodology than described above for similar designations granted in other years. No clients were consulted and no fees were paid to determine the winners; the award is based on assets under management. Neither the participating candidates nor their employees pay a fee in exchange for inclusion on Crain's 2024 List. However, recipients may pay a fee to Crain, an affiliate, or an unaffiliated third party in exchange for plaques or article reprints commemorating the designation. The publication should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if the recipient is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of the recipient by any of its clients. Lineweaver Wealth Advisors was ranked in the Top 25 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2024. In 2023, Lineweaver Wealth Advisors was ranked in the Top 15 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2023. In 2021 and 2022, Lineweaver Wealth Advisors was ranked in the Top 20 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2021 and 2022 respectively.
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.

Lineweaver Financial Group ©
Powered by Virteom Logo Virteom