Jill’s company consults with business owners to create retirement plans for themselves and their employees. They take pride in choosing a plan that best suits each business, including 401(k), Solo 401(k), Profit Sharing, Cash Balance, SIMPLE, SEP, and payroll-deductible IRA Plans. They provide insurance for Key Person and Buy/Sell Agreements.
Jill and I met over 10 years ago at the National Association of Woman Business Owners. I was a new business owner at the time. She had owned her business for at least 10 years before we met. One of her goals in life is to help other business owners grow their business, so she asked me to join a mastermind group at her office, where she taught us a system for setting goals. All these years later, I still use the same basic system she taught me.
As Jill’s business continued to grow, she asked me to help her with her real estate needs. She is another business owner who has a vision and makes decisions easily. I’ve helped her with her real estate needs for many years now, and over time we became great friends. She is always referring business to me. Thank You, Jill, for your friendship, patronage, and great advice!