Your Expense Management Profile = Moderate

Doing good, but...

Based on your savings risk profile you are making a lot of the right moves for your business or nonprofit But like many, you may be overlooking some significant savings opportunities.

checking her computer.pixabay

We are here to help you identify those opportunities and take hold of your expenses so that you can be prepared, protected, and profitable for years to come.

See your first recommended solution below! And schedule a free consultation to discover more ways of limiting your risks, minimizing your expenses, and growing your business or nonprofit.

Based on your profile results, we recommend you start with:


It's not how much money you make.

It's how much money you KEEP.

If you want to know:

  • Where you're losing money
  • Where you've given up control of your finances
  • How to improve the financial growth of your business.

then it's time to schedule a free 30-minute strategy session to learn if private banking can help your business.

You should be in the driver's seat when it comes to your company's money - not financial institutions or the government, and Tier 1 Capital's private banking model makes that possible.

Straight Talk - they only work with clients they know they can help. If they can't help your business improve its finances, they'll tell you it to you straight.

LegalShield Small Business

Big business resources on a small business budget.

Companies face unexpected legal matters every day, and small businesses face an even higher level of risk.

A monthly membership in LegalShield's Small Business Plan, can help you avoid paying hefty fees for just a few days of help, and gives you a dedicated law firm to help you navigate the legal waters of owning a business.

A monthly membership can help with:

  • Document review
  • Collection letters
  • Legal correspondence
  • And even trial defense!

With a LegalShield Small Business Plan membership, you can walk through life with the confidence of having a protected business and an entire law firm on your side.

Three levels of protection for multiple sizes of small business!

Schedule a free consultation with our founder and CEO, Ed Cody!



PO Box 1392

Ocracoke, NC 27960