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Kile Lewis with oXYGen Financial, Paul Kendig with Dinova and Mike Haswell with Storing Treasures

April 1, 2014 by Mike

Gwinnett Business Radio
Gwinnett Business Radio
Kile Lewis with oXYGen Financial, Paul Kendig with Dinova and Mike Haswell with Storing Treasures
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Mike Sammond, Kile Lewis, Paul Kendig, Mike Haswell, Steven Julian
Mike Sammond, Kile Lewis, Paul Kendig, Mike Haswell, Steven Julian

Kile Lewis/oXYGen Financial

What’s the scoop about oXYGen Financial? “Guitar Hero” is to a financial services firm what a treasure chest full of toys is to a dentist’s chair: it doesn’t change the office operation, but at least it makes you quit yer snivelin’. Face it, kids, we all have to do our financial planning and our income taxes unless we want to get cavities. No, wait. That’s not it. We all have to do taxes lest we end up like Wesley Snipes. The way they see it at oXYGen Financial, you might as well have financial advisors that are not only good at planning your future, but also deliver your experience with a twist of fun… and an oxygen bar in the lobby just in case you need a last-minute happy boost before you get down to business with them.

oXYGen Financial is a full service family office offering financial services for the X and Y generations. Their mission is to help clients breathe easier about life by providing financial advice, wealth management, insurance, group benefits and tax and accounting services. oXYGen Financial also offers coordination of legal services and concierge services. They aren’t your parent’s firm, but oXYGen Financial can help you breathe easier… and it will feel a lot less like having teeth pulled. Take a spin today!

Paul Kendig/Dinova

Dinova brings corporations and restaurants together in a formal business relationship. Their corporations dine at the preferred restaurants that are on the program.

Mike Haswell/Storing Treasures

Storing Treasures is dedicated to providing new and unique options regarding financial coaching. Rather than assuming everyone responds to handling finances in the same manner, Storing Treasures recognizes each person’s unique financial personality regarding money. The Financial Personality Assessment is the cornerstone of the entire Storing Treasures program. Our financial personalities are driven by specific traits that define how we think and how we behave financially.  In order to reach many more people with the Storing Treasures approach, they have developed a new web-based program called STAFF (Storing Treasures Automated Financial Foundation). STAFF is a unique, one of a kind educational platform designed to provide the user with a personalized plan. It is an 8 session course that allows the individual to learn about educational topics and then input their own information into a secure environment. Individuals can then get a personalized report, based on their own financial personality, that they can use time and time again.  Once you understand how you and those around you are wired from a financial standpoint, you can make better decisions that will ultimately lead to better communication, lower debt, higher savings and improvement in your finances.

Storing Treasures promotes this program to employers, financial professionals, churches and non-profits as a way for these organizations to provide a new program for those they serve.  Statistics show the incredible amount of time people worry about their finances in any given day… leading to stress-related illnesses, absenteeism and a lack of productivity. Your organization will become stronger by offering a way for people to get the basic financial help and support they need…. helping them become a better employee.

Gwinnett Business Radio

Each week, from the Business RadioX studio in Gwinnett, our hosts interview Gwinnett County’s top businessmen and businesswomen to learn what makes them the best at what they do.

Tagged With: corporate dining, dinova, finance, Financial, Gwinnett, Gwinnett Business Radio, kile lewis, mike haswell, oxygen, Oxygen Financial, paul kendig, resturants, Storing, storing treasures

Paul Kendig with Dinova, Norm Stahl with Primepay and Don Walters with The Ephraim Group

April 23, 2013 by Mike

GwinnettBusinessRadio-Thumbnail
Gwinnett Business Radio
Paul Kendig with Dinova, Norm Stahl with Primepay and Don Walters with The Ephraim Group
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Paul Kendig/Dinova

Dinova is a unique service that increases restaurant business while saving corporations money. By bringing together well-known restaurants with Fortune 500 companies, Dinova enables corporate clients to direct their employee expense account dining to restaurants in the Dinova network.

For corporations, having preferred restaurants for their employees to use when dining out on corporate business results in lower costs. Dinova makes it easy for employees to locate preferred restaurants.

For restaurants, gaining a greater share of corporate dining spend results in increased business. This spend is generated by the highly sought after weekday business customer, whether they are traveling on business or entertaining in-town.

For both, the entire process is simple and transparent.  Dinova performs all of the administrative work.  There are no new processes or procedures for the restaurants, and no cards or coupons for the corporate employees to carry.

Norm Stahl/PrimePay

PrimePay is a national company offering complete payroll and HR solutions to businesses from 1-200 employees.  For Payroll, they calculate the Gross to net payroll, providing paychecks to the employee, collect the appropriate Federal, State and Local taxes, electronically pay those taxes and finally complete and file electronically the required reporting to Federal State and Local taxing authorities. Your complete solution.

On the HR side, they provide solutions ranging from an HR library for reference to solutions including live talk with an HR professional or online employee benefit sign up and administration.

Don Walters/The Ephraim Group

The Ephraim Group is an independent agency with the ability to write insurance with over 50 companies on Property & Casualty side, and over 50 more on the Life Insurance side. It was formed because of Don Walters’ experience as a captive agent and only being able to write with just one main company. There were so many people that he could not help because they did not fit the company box, which was very frustrating to him. So after many years in the captive world, Don looked toward avenues that would allow for more people to be served, thus the independent agency was created almost five years ago.

The Ephraim Group has five agents and support staff that can provide a “one stop shop” moment for most everyone from Commercial General Liability, Workers Comp, Commercial Auto… to… Personal home and auto. The Ephraim Group has a very diverse clientele. They serve your typical southerners, to northerners, Bosnians, Koreans, Chinese, Jamacian, South African, Camaron, Indian, British, and many others in between. They have developed this wide cultural draw due to their willingness to stop, treat everyone with respect, and really try to listen to their clients, even when the communication is sometimes in “broken English” mode. The Ephraim Group motto is “We represent the Insurance Companies, But We Work for You!”

Tagged With: dinova, don walters, norm stahl, paul kendig, primepay, the ephraim group

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