Kaulig Capital, LLC has been created to ensure that the financial assets and other business interests of Matt Kaulig and his family are managed by professional oversight and experience.  Understanding the complexities and the risks of wealth management, direct real estate investments, accounting/tax issues, law and private equity investments,  Mr. Kaulig started the Firm with along with Mr. Tim Clepper, a seasoned wealth management professional.   Now, Mr. Kaulig and Mr. Clepper, President of Kaulig Capital, LLC as well as several other professionals with legal and tax backgrounds manage the Firm.  Mr. Kaulig and Mr. Clepper are successful entrepreneurs and are leading Kaulig Capital, LLC to be innovators and investors in businesses nationwide.  Kaulig Capital, LLC has over twenty years of professional relationships and partnerships that are critical in investment opportunity generation.  These relationships are also paramount with the assistance of various stages of the due diligence process.   Kaulig Capital, LLC prides itself on having a long-term approach to capital management and utilizes a very specific process in identifying and ultimately investing its assets.   Kaulig Capital, LLC also offers, “Multi-Family Office Services” through its Merchant Bank to those who have relationships with Mr. Kaulig or Mr. Clepper.  Because of a growing number of financially successful entrepreneurs, athletes and entertainers that come into significant resources, as a result of a sale of a business or other transaction, Kaulig Capital, LLC provides it’s infrastructure to those who are invited to become partners.     “We are very proud of the business of, Kaulig Capital, LLC and wish to share it’s vast resources to those who share our same ideals”  - Mr. Matt Kaulig.     We invite you to look further into our company, Kaulig Capital, LLC and approach us at any time. Visit us at www.kauligcapital.com or our Facebook page.

• Planned annual portfolio review appointments. • Organized two hundred life insurance policies separating the active accounts from inactive accounts. Contacted inactive policy holders for further assessment.

At The Kelley Financial Group, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the many challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction! Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit http://www.thekelleyfinancialgroup.com/

In this internship, I analyzed and organized year-long data into annual reports sent out to clients. I did this by creating charts and data tables to calculate each client's net worth in a way that is easy for clients to understand. I also verified accounting documents.

Bishop Financial Advisors is an Independent Financial Planning Firm that helps their clients achieve Financial Independence by utilizing comprehensive planning and tax strategies, cutting-edge technology and alternative investment solutions. Unlike many brokerage firms, we find true value in establishing a personal relationship based on what is most important to you and will stop at nothing to serve you with sincerity and honesty. Securities and advisory services offered through LPL Financial, member http://www.finra.org/, http://www.sipc.org/, and a Registered Investment Advisor. LPL and Bishop Financial Advisors are separate and unrelated companies.

PK Financial Group Inc. is an independent Financial Services firm committed to helping corporations, institutions, and business owners pursue their goals to help create and maintain defined contribution and defined benefit programs tailored to their specific needs. We also offer a wide range of financial products and services to individuals and plan sponsor participants with individual wealth management. We believe we can help you identify your goals and make sound decisions to reach them by allowing us to perform a comprehensive analysis.

We're Harry and Grant Butson, financial professionals in Sewickley. Our team understands that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (412) 368-5929. The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: CA, CO, DC, FL, GA, LA, MD, MI, NC, NJ, NY, OH, PA, SC, VA, WA, WV. Securities offered through LPL Financial, member FINRA/SIPC. www.finra.org and www.sipc.org. Investment advise offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners is a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

During the summers and winters, I logged account transactions using business software, prepared detailed reports and analyses for client reviews, and attended both virtual and in-person meetings. My responsibilities included creating comprehensive summaries, researching data analysis, market performance, and progressive business plans, as well as analyzing client preferences.

KASH Mortgage Group specialists are licensed and professionally cross-trained to analyze and consult on all aspects of the mortgage preparation process including credit history, employment, and extenuating circumstances associated with divorce, loss of employment, medical and financial hardships. The advantage of using a specialist such as KASH Mortgage is that we work with a variety of banks that have a program that suits every individuals specific needs, which allows us to secure you the best rate, term and program available in the marketplace. KASH Mortgage Group will create a custom mortgage solution that meets or exceeds our individual customers’ expectations by always being there for you through the entire loan process, ensuring the highest level of customer service and care available anywhere in the mortgage industry today. We were here when the home market crashed and other fly by night mortgage companies failed. Since 1998 we have operated as a local, experienced and trusted mortgage specialists having provided more than $700 million in residential home mortgage financing. Contact us today 866.866.KASH(5274) and learn how easy it is to become a proud home owner..

A financial advisor affiliated with Stratos Wealth Partners in Warren, Ohio. Stratos Wealth Partners is a partner run organization that specializes in the practice and execution of comprehensive financial planning and implementation services. The firm is structured as a network of distinguished, experienced financial services practitioners spread through the country who are affiliated with LPL Financial.Her primary intent in working with clients is to help them pursue their investment goals as they plan for their future needs. She understands that each situation is unique and is committed to assisting clients identify their individual financial goals. Lauren recently made a leap into financial services after having worked for several years in the Geotechnical Engineering and construction fields.Lauren has her Series 7, Series 65, Series 63, and her Ohio Insurance license through LPL.

Canal Holdings is a private equity firm investing junior capital (subordinated debt and minority equity) in growing businesses at the smaller end of the middle market. Canal provides investment capital and strategic insight to the owners and management teams of closely held companies. Companies seek Canal’s investment to finance growth, acquisitions, buy‐outs and recapitalizations. Canal believes that people and processes are the key drivers of long-term meaningful performance. We invest with independent sponsors and management teams who have the appropriate talent in place and a history of sound business decisions.