Retirement planning, Insurance and more:
- FREE Financial Strategy Analysis
- IULs - perfect for young adults
- Annuities - Convert that Rollover 401K
- Life Insurance with Living Benefits
- and so much more!
Liaison between you and your CPA...
- Full charge accounting
- Payroll processing and reporting
- Sales tax reporting
- Monthly / Quarterly / Annual reporting
- Quickbooks Online training
- Data input
- Processes
- Organization
- Special projects & more
Cristen J. Lebsack
Owner & Sole Proprietor since April 2000
Licensed Financial Agent since 2025
Certified QuickBooks ProAdvisor since 2003
PwC / Coopers & Lybrand - auditor: 1994 - 2000
University of Southern California - Class of 1994