financial strategy

BridgeTrust Partners is a Washington, D.C.–based strategic advisory and management consulting firm founded by Michael Leach (Founder & CEO) and Brittany Leach (Managing Partner). It works at the intersection of operations, partnerships, leadership, and growth, organized around a framework of Get Clear, Get Connected, and Get Moving. The firm serves government, institutions and social impact, and commercial and investment sectors, and is DC CBE-certified.

Conveningsexecutive coachingfacilitationGrants managementimplementationleadership developmentoperational transformationorganizational assessmentprogram deliveryproject managementstrategic advisory

Connective Business Solution is a Business Performance and Advisory Firm based in Orlando, FL that helps organizations solve complex business challenges through business transformation, data and intelligence, financial advisory, and workforce solutions. It combines strategic thinking with practical execution to improve performance, reduce complexity, and build sustainable growth. The firm holds credentials including Enrolled Agent (EA), IRS Authorized e-file Provider, PMP Certified Leadership, Woman-Owned Small Business (WOSB), Minority Business Enterpri

Business Formation Advisorybusiness intelligenceBusiness process improvementBusiness Tax Advisoryexecutive dashboardsForecasting and performance reportingfractional CFO servicesHigh-Net-Worth Tax PlanningIRS representation and tax resolutionIT staff augmentationKPI developmentManaged Project Supportorganizational change managementPMO leadershipPower BIprogram and project managementstrategic-planningTableau

CD Financial is an independent financial services firm and Registered Investment Adviser that helps individuals and families create retirement strategies using a variety of investment and insurance products. The firm offers retirement income strategies, wealth management, annuities, investments, IRA/401(k) rollovers, asset protection, tax-efficient strategies, long-term care strategies, IRA legacy planning, and life insurance.

insurance productsinvestment advisoryretirement income planningwealth management