VOB Network | Listings

Financial Planning ...+2

Your business is your biggest investment. But investing in a business is more complex than simply contributing to an investment account.

The market has its ups and downs, risk we're all aware of. But a business carries hidden risks most owners don't even know to prepare for.

Do you have a strategy that lowers your tax bill while keeping your top talent and attracting new talent?

You've put so much time and energy into building this company, but if something happens to you, what happens to the business?

Is there a partner or key employee behind a large portion of your revenue, and what have you looked at to limit that risk?

Have you thought about the best way to exit one day, whether that's selling or passing it to your heirs?

I'm Michael Mayoral, an Army National Guard veteran, entrepreneur, and financial planner for business owners. I know firsthand the risks and tradeoffs owners live with, because I don't just work with business owners, I am one.

My role is to coordinate the various moving pieces of your business so they all work together toward your goals. If you'd like to evaluate hidden risks in yoyur business, I want to be a resource for you. Feel free to reach out.

Securities offered through Trinity Wealth Securities, LLC, Member FINRA/SIPC. Advisory services offered through Florida Financial Advisors, LLC. Insurance products and services offered through Florida Financial Insurance. Trinity Wealth Securities, LLC, Florida Financial Advisors, LLC, and Florida Financial Insurance are affiliated companies. Headquartered at 6550 W Hillsborough Ave, Suite 130, Tampa, FL 33634.

Military Discount: 25%

Miami, FL

Kaplan Family Financial

Insurance ...+2

Alexander Snyder is a Partner and Financial Professional with Kaplan Family Financial. His career has been built on leadership, service, and earning the trust of others. Alex proudly served as a paratrooper in the U.S. Army's 82nd Airborne Division, including a deployment to Afghanistan, where he served as an Operations NCOIC and Personnel Security Officer. He later served with the Norfolk County Sheriff's Office, rising to the rank of Sergeant, and was selected as a Negotiator with the METROLEC Crisis Negotiations Team. Alex also worked as a Security Specialist supporting the Department of Defense. Today, he works with individuals, families, and business owners to help them evaluate financial strategies aligned with their goals. His approach is grounded in integrity, preparation, education, and long-term relationships, reflecting the values that have guided him throughout his military, law enforcement, and financial services career.

Military Discount: Free consultations

Boston , MA

Offsite CFO Services

Business Consulting ...+2

Offsite CFO Services is your partner in financial clarity and business growth. We act as your outsourced CFO—bringing a practical, hands-on approach that goes beyond bookkeeping. We help you build the financial systems, scoreboards/KPIs, and strategy needed to improve cash flow, increase profitability, and elevate business value. Our proven 4-step process starts with a CFO Triage Call, followed by a Free Financial Assessment and Review Meeting, then ongoing Monthly CFO Advisory Services.

Military Discount: 10%

Orlando, FL Hilo, HI

Financial Planning

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