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Assured Legacy is a health and life insurance agency that is partnered with multiple Insurance Companies to help clients find plans and policies that best fit their needs. Our Licensed Insurance Benefits Advisors guide clients through the process of assessing and understanding which benefit plans best align with their future needs and financial goals. Please visit assuredlegacy.net to learn more and schedule a no-obligation - complimentary consultation with a Licensed Insurance Benefits Advisor.
FourLeaf Federal Credit Union, headquartered in Bethpage, New York, is a federally chartered credit union with over 480,000 members and $13.4 billion in assets as of late 2024. Originally founded in 1941 to serve employees of Grumman Aircraft Engineering Corporation, it has evolved through several name changes, most recently rebranding to FourLeaf in early 2025 to reflect its nationwide expansion and modernization. FourLeaf operates under a federal community charter, allowing it to serve all residents of Nassau and Suffolk counties, as well as members nationwide. The credit union focuses on community engagement and offers a range of services, including deposit accounts, lending solutions, digital banking, and financial planning. With 32 branches and access to over 30,000 surcharge-free ATMs through the CO-OP network, FourLeaf is committed to providing member-focused services. The credit union is also actively involved in the community, sponsoring events like the FourLeaf Air Show and initiatives such as the Annual Turkey Drive.
DistroKid is a digital music distribution service based in the United States, founded in 2013 by Philip Kaplan. It emerged from a social media platform for musicians called Fandalism. DistroKid specializes in helping independent artists and labels distribute their music to major online retailers, including Spotify, Apple Music, Amazon Music, and YouTube Music. The company offers a range of services to support musicians, including music distribution, monetization of sales and streams, and metadata customization. DistroKid also provides storage solutions for music files and additional features like customized YouTube URLs and Digital Object Identifiers (DOIs). With a competitive pricing model, artists can upload unlimited songs and albums for an annual fee, while retaining 100% of their earnings. DistroKid has been utilized by various notable artists, showcasing its effectiveness in the DIY music distribution space.
We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.