In-Depth, Personalized Financial Planning
How are you set for insurance coverage, cash flow, estate planning, tax management, investments? Are you factoring in Social Security? What about education funding?
Those are a few of the key questions whose responses lock together into a solid financial plan, the type of individualized strategy The Stephenson/Baun Wealth Management Group creates and executes to help build and protect clients’ prosperity. The intention is to answer the bottom-line question – “How is your financial peace of mind?” – with “No lost sleep.” …Read More
Two Generations. One Unwavering
“It’s always been our dream to have a family business our children could grow into,” says Scott Moore, founder of Moore’s Wealth Management. “What we didn’t realize is that it would be the answer to our clients’ dreams as well.”
The financial services firm offers retirement income planning for retirees and near-term retirees. Moore and his team specialize in conservative investments with nonconservative 6 or 7 percent returns over 5 to 15 years. The firm …Read More
Entrepreneurial Spirit Drives Innovative Technology
Bob Coughlin founded Paycor in 1990 with a modest goal: provide excellent payroll services with unmatched client care and become “relevant” in the local marketplace.
Twenty-four years and 25,000 clients later, Coughlin has built a business well beyond his initial vision. Paycor has offices in 22 U.S. cities and has surpassed the $100 million annual revenue mark, while continuing to add to its suite of cloud-based HR, timekeeping and payroll solutions.
Coughlin has never forgotten the early days of Paycor, and that entrepreneurial spirit fuels his innovative leadership and the company’s product offerings.
“When I started, I often worked until 2 a.m. and came back in early the next day to do it again. It was insane how much I was working,” Coughlin says. “When you’re building a business, you want your time freed up to grow revenue and build your reputation.”
Paycor enhances its cloud-based solutions with ongoing product updates, two-thirds of which come directly from client feedback. The solutions are designed to remove the daily obstacles that prevent business owners and corporate leaders from thinking about the
Automating basic workflows for numerous payroll and HR tasks allows companies to streamline their processes, free up their people’s time and be more customer-responsive.
Technology can fuel any business’s growth, just as it did for Paycor.
“Technology has become the driver of where the business is going in the future. We continue to increase our investment in software development,” Coughlin says. “I take a long-term view on the business. I keep striving for how we can do better to delight our clients, our associates and our communities.”
Financial and Retirement Advice,
One Family to Another
Because retirement readiness is much more complex than simply building a nest egg, even those with sizeable assets can find their retirement confidence shaken. This is why a retirement-focused specialist is an important partner in both preparing for and planning through the retirement years.
“People want to have confidence in their retirement plan and ensure they will not run out of money,” explains Gary W. Reed, owner of Reed Financial Group. …Read More
Independent Financial Advisors
With a Unique Perspective
They say the couple that plays together, stays together. But Phil and Jennifer Calandra are proof the old saying applies to couples who work together as well. As a husband-and-wife team heading up a successful financial advisory firm, they bring a unique perspective to the financial strategy table. “When we’re advising married couples, as a married couple ourselves, we’re able to see the pitfalls and issues from both sides and then are able to bring comprehensive and objective solutions to the problems,” says Phil. …Read More
GRMI Fuels the Engine of Fortune 1000
Industry Pioneer Naheed Syed Meets Rapidly Evolving Client Needs
Naheed Syed built a career re-imagining the relationship between information technology and business management. As a veteran IT solutions leader in the banking, airline and telecommunications industries, she has managed major change in complex industries.
“I started in the banking industry in IT infrastructure, security and systems automation. After nine years in banking, I moved into the airline industry, and then into telecommunications, as wireless technology was becoming more prevalent,” says Syed, founder and CEO of Global Resource Management Inc. (GRMI). …Read More
Leading and Empowering
With a name like Greater Women’s Business Council (GWBC®), it comes as no surprise when Roz Lewis, CEO and president, articulates the GWBC’s vision for women-owned businesses with a single word: empower.
Established in 2000, the GWBC has been helping women business enterprises (WBEs) achieve success in the marketplace for 14 years. “We certify women-owned businesses, readying them to do business in public and private sectors throughout Georgia and the Carolinas,” says Lewis. …Read More
Customized CRM Solutions Increase Revenues, Improve Efficiencies
Configero — A Trusted
Salesforce.com Consulting Partner
By helping companies harness the power of Salesforce customer relationship management technology, Atlanta, Ga.-based Configero has solidified its standing among the nation’s leading providers of CRM applications and consulting services. In less than five years, Configero CEO & founder Jody Hamlett leveraged his extensive knowledge of Salesforce’s groundbreaking cloud-based solutions to drive the development of a series of highly customizable …Read More
Fed Up With the Status Quo?
Customer Software Developer Has the Fix
In 1999, in his dorm room at Georgia Tech, computer engineering major Nikolas Downey was itching to do something big. He understood how to program Internet software better than most, knew a handful of clients willing to pay, and had meticulous standards he was determined to meet. With passion and promise, he founded his own custom software development firm, Nead Werx, Inc.
Word of mouth was the engine that drove Nead Werx in its earliest days, just as it does today. Downey was the firm’s sole proprietor and employee until …Read More
Aligning Your Technology to Achieve Your Business Goals
Local or Cloud-based. Microsoft or Apple. Office or Salesforce.
“It doesn’t matter what technology a company uses,” says Darrell Rodgers, president of Emerald Data Networks, Inc. “I’m vendor agnostic. The important thing is that a company’s technology achieves its business objectives.”
The Atlanta-based IT firm works with businesses of a variety of types and sizes, on both an ongoing and project basis, setting up data networks, implementing communication solutions, installing security and audiovisual systems. …Read More