[Hidden-tech] PROSPECTING,COLD CALLS & SALES OH MY!

[Claudia Gere]

As a fellow Hidden-Tech member raised the matter, please note that my firm's
program was conceived and structured in 1999 to specifically address the
need of business owners and executives for an impartial financial adviser.
Since that time, we have professionally integrated business and personal
financial plans for these same folks without a product sales agenda.  In
fact, you'll find our description on the Hidden-Tech directory to be as
follows:

Busy entrepreneurs require seasoned, conflict-free advice to truly
understand, enhance and, in turn, optimize their inter-related personal and
business finances. Old School Capital LLC was specifically formed to respond
to these needs. Services -- provided exclusively on a fee-only basis --
include: Comprehensive Personal Financial Planning, Investment Management,
Capital Raising Advisory and Corporate Development Advisory.

Obviously, we'd love to be of assistance to Hidden-Tech members.

	

									With
best regards,

	
Steve Caron


Steven G. Caron, CPA/PFS
Managing Director
Old School Capital LLC
Telephone  (978) 430-8260
Telefax:   (978) 418-0797
www.OldSchoolCapital.com


-----Original Message-----
From: hidden-discuss-bounces at lists.hidden-tech.net
[mailto:hidden-discuss-bounces at lists.hidden-tech.net] On Behalf Of
MargotZalkind at aol.com
Sent: Thursday, April 20, 2006 9:45 AM
To: kir914 at yahoo.com; hidden-discuss at lists.hidden-tech.net
Subject: Re: [Hidden-tech] Looking for for financial advisor/accountant
forlog home restoration business


   ** Be a Good Dobee and help the group, you must be counted to post .
   ** Fill out the survey/skills inventory in the member's area.



In a message dated 4/20/06 9:37:01 AM, kir914 at yahoo.com writes:

>I have a friend who owns a log home restoration business that is 
>growing. He would like to make an appt to discuss his needs in handling 
>the finances of the business.
>
>  I'm not sure if anyone out there is actively working in this area or 
>if anyone knows of someone who is.
>
>  Any assistance is appreciated.

I too would LOVE to find an advisor who is NOT selling their own wares...
someone who can impoartially help me figure out business and personal 
financial plans. without their own agenda. 
Thanks!






Margot Zalkind



_______________________________________________
Hidden-discuss mailing list - home page: http://www.hidden-tech.net
Hidden-discuss at lists.hidden-tech.net

You are receiving this because you are on the Hidden-Tech Discussion list.
If you would like to change your list preferences, Go to the Members   
page on the Hidden Tech Web site. http://www.hidden-tech.net/members