Security First In Your Business

Ashley loves helping to set the standard in the Upstate real estate market. His commitment to providing exceptional service beyond the contract and nurturing long-term client relationships, are the driving forces behind his success. At a previous firm, he launched his career by earning the Rookie of the Year Award and has quickly grown one of the most thriving real estate teams in the Upstate.

Originally from Georgia, Ashley has called the Upstate home for several years. Ashley enjoys spending quality time with his family and his daughter and serving in many local non-profits. While Ashley leads a team of knowledgeable agents and talented administrative staff, he also manages his Auction business, Lewis Auctions. Ashley also holds real estate and auction licenses in both of the Carolinas and Georgia. As a talented professional with the highest level of integrity and dedication, he seeks to outperform his competition. His clients enjoy his casual style and rely on his in-depth knowledge of the industry.

– Security First In Your Business with Steve Lewis Episode 007 Ashley Lewis

Listen to this inspirational Security First Podcast episode with Ashley Lewis about his commitment in providing exceptional service beyond the contract and nurturing long-term client relationships, are the driving forces behind my success and how Ashley and his wife built a new type of real estate firm that tried to focus on making client needs #1 but at same time making sure to value the agents in the same light.

Here are some of the topics covered on this week’s show:

● How dedicated Ashley and his team are in providing an outstanding customer experience, with the best resources and tools to serve their clients.

● Secrets as to why clients continue to work with them, transaction after transaction.

● Why their clients enjoy his casual style and rely on his in-depth knowledge of the industry.

● How Ashley launched his career by earning the Rookie of the Year Award and how he has quickly grown one of the most thriving real estate teams in the Upstate.

Links Mentioned:

PRIME Realty - https://primerealtysc.com/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Jami D. Trammell, The new Executive Director of the Union County Chamber of Commerce brings to the position years of experience in economic development and non-profit activities.

– Security First In Your Business with Steve Lewis Episode 005 Jami Trammell

Listen to this inspirational Security First Podcast episode with Jami Trammell about how organized Jami’s teams are to advance the general welfare and prosperity of the Union County area so that its citizens and all areas of its business community shall prosper. We also talked about how Union County Chamber works hard at being an advocate for small business owners and how my team realizes just how important the small business is to our local economy.

Here are some of the topics covered on this week’s show:

● How organized Jami’s teams are to advance the general welfare and prosperity of the Union County area so that its citizens and all areas of its business community shall prosper

● What necessary means of promotion shall be provided, and particular attention and emphasis shall be given to the economic, civic, commercial, cultural, industrial, and educational interests of the area.

● How County Chamber of Commerce provide quality services to all citizens equitably and in a fair, responsive, efficient and caring manner.

● How they value employees who exhibit moral values that stress the importance of treating co-workers and our citizens with respect and fairness.

● Why they pledge to communicate and provide leadership effectively equitably with all our citizens, organizations and community at large as we try to develop and maintain a high quality of sustainable living in the City of Union

Links Mentioned:

County Chamber of Commerce - http://www.cityofunion.net

Learn more about your ad choices. Visit megaphone.fm/adchoices

Mat Hultquist is President of The Hultquist Firm. He began his career at Arthur Andersen in Atlanta where he worked for the Tax Consulting Group, helping individuals and businesses of all sizes reduce their tax burdens. Realizing a need for quality tax and business planning, Mat founded The Hultquist Firm in 2003 with a mission to go beyond standard tax return and financial statement preparation services offered by most CPA firms. His experience in this arena has helped numerous businesses and individuals save thousands of dollars over the years, and take their businesses to the next level.

Mat is married with 4 kids and lives in Simpsonville. In his spare time, Mat enjoys running and spending time with his family. He also has a passion for learning and reads every chance he gets.

– Security First In Your Business with Steve Lewis Episode 004 Mat Hultquist

Listen to this inspirational Security First Podcast episode with Mat Hultquist about how to understand your financial and tax statements to maximize your cash revenue. He also talked about how he realized that small accounting firms weren’t as proactive as the larger firms at reducing clients’ tax burdens or at helping them strategically plan for a better future. Rather, most small CPA firms simply prepared monthly financial statements or tax returns and sent their client a bill.

Here are some of the topics covered on this week’s show:

• Taking the complicated things, understanding them, and then helping clients understand how we can apply that to their situation whether it's to save taxes, increase cash flow in your business.

• Educating clients on what those financial statements are showing them and help them understand that cash is king in their business.

• 50% to 60% of the time, reviewing returns, either there was a mistake or there was a rule that clients didn't know about or a provision they didn't take advantage. We show them how they can go back and amend those returns and get a refund.

Links Mentioned:

The Hultquist Firm - https://thehultquistfirm.com

https://thehultquistfirm.com/mat-hultquist/

The Hultquist Firm, CPA, PC

3535 Pelham Road, Suite 101

Greenville, SC 29615

Phone: (864) 770-0240

Fax: (864) 770-0239

Learn more about your ad choices. Visit megaphone.fm/adchoices

Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insurance in the states of South Carolina, North Carolina, Florida and Tennessee. Greg is well respected in the financial industry as a Complete Advisor. Being able to help Americans save taxes and reduce their risk in their retirement portfolios is what Greg specializes in. He has helped hundreds of clients’ have a more prosperous and less stressful retirement by showing them how to safely protect their assets from nursing home, Medicaid, inflation and the ups and downs of the stock market.

Greg offers support to clients by providing educational workshops for civic and church groups as well as other nonprofit organizations. He has given well over several hundred workshops throughout his career. Greg, and his wife Marie, reside in Greenville and have been together for over 33 years. They have four children and one grand-daughter.

– Security First In Your Business with Steve Lewis Episode 003 Greg Elie

Listen to this inspirational Security First Podcast episode with Greg Elie about how to manage your finances now to have a prosperous, long and healthy retirement later.

Here are some of the topics covered on this week’s show:

● Possible ways to reduce taxes and increase income to potentially eliminate your social security from being taxed.

● Strategies that will advance clients far better than a 401K or an IRA

● Making the tax process as convenient and pain-free as possible

Links Mentioned:

Prosperity Group Advisors, LLC - http://theprosperitygroupadvisors.com/

(800) 440-0434

(864) 989-0176

20 Parkway Commons Way

Greer, SC 29650

Learn more about your ad choices. Visit megaphone.fm/adchoices

Hal Gaymon is the owner of the Integrity Business Advisors, the business he owns is the 3rd generation of an already existing 65+ year old family run practice focusing on the tax and financial communities.

– Security First In Your Business with Steve Lewis Episode 002 Hal Gaymon

Hal specifically continues to focus on the reputation they've built over the years in reducing massive income tax exposure through the Qualified Plan Arena as deductible tax structures providing the self-employed marketplace large tax shelter.

His niche has evolved over the years, catering to both large and small demographics whether it be a husband and wife with 20 employees, a 30-person partner group with 150 employees at a law firm, or a 150-person partner/key group of doctors out of 500 employees at a medical practice.

Listen to this inspirational Security First Podcast episode with Hal Gaymon about how he and his team are always looking to forge new relationships and deliver value alongside other professionals in educating clients how to reduce massive income tax exposure through the Qualified Plan Arena as Deductible tax structures providing the self-employed marketplace large tax shelter.

Here are some of the topics covered on this week’s show:

- Knowing the difference between perceived value of your business and actual value

- Hiring the RIGHT people to drive your business forward

- Having and a mission statement and embedding it in your employee culture

- Creating accountability for making positive changes in the way you run your business

Links Mentioned:

Integrity Business Advisors - http://www.iib.ws/about-us.html

Learn more about your ad choices. Visit megaphone.fm/adchoices

Drexel Mixson graduated in the top 10 of his class at the Army/ArmySCNG. He was trained as a 13b but later became a 10b. (Building Nuclear Rounds). Drexel attended Coker College and Gardner Webb University, and has been an insurance agent since 1987. Drexel is currently a Board Member for the SCNAHU. Drexel a former Vistage and BNI Board Member.

Debbie Powell has 25 years of corporate experience working with Milliken & Company, Spartanburg, SC, one of the largest privately held corporations in the world. Debbie’s drive took her to becoming the first female Plant Manager at Milliken, Director of the Customer Center and Senior Buyer in Global Purchasing. These opportunities groomed her for a second career as a licensed Life and Health agent since 2010.

– Security First In Your Business with Steve Lewis Episode 001 Drexel Mixson and Debbie Powell of Drexel and Associates

Drexel takes personal pride in exceeding customer expectations. Drexel, Debbie and their team offer level self-funded insurance as an alternative to traditional insurance to clients in the Upstate.

Listen to this inspirational Security First Podcast episode with Drexel and Debbie about how they take the time to understand their client’s unique needs as an employer and tailor a health insurance plan that works for them. They will also talk about some tips and how they give their clients a choice of carriers, networks and plan designs.

Here are some of the topics covered on this week’s show:

● How Drexel and Debbie represent a multitude of insurance companies known for their client’s strength and stability.

● How they recommend strategies to keep your insurance cost affordable.

● How 83% of their group clients get an annual refund

● The differences between Fully Insured Vs. Self-Insured Vs. Level Funding Plans

Links Mentioned:

Drexel and Associates - http://drexelandassociates.com

Connect with Drexel and Debbie:

Drexel and Associates

209 Highway 544

Conway, SC 29526

843-347-2175 Office

Learn more about your ad choices. Visit megaphone.fm/adchoices