Individual needs-based analyses and
recommendations
Implementation of detailed financial plans
Businesses and individuals
• Investment Services
• Asset Allocation Analysis
• Comparative Investment Analysis
• Professional Money Management
• Retirement Planning
• Risk Management Services
• Life Insurance
• Disability Insurance
• Long-term Care Insurance
Securities offered through registered
representatives of Mutual Service Corporation
Member NASD and SIPC
Advisory Services offered through CSSC
Investment Advisory Services, Inc.
Registered Investment Advisor
Information
relating to securities is intended for residents of Texas and Michigan only
Healthcare Industry...
Strategic and market
planning
New program planning and development
Financial feasibility studies
Facilitation of program planning/development
Financial Statements audit
Budgeting
Administrative/Operational reviews
Assistance with bond issues
Internal audit function outsourcing
Outsourcing of healthcare administrative function
Business Advising...
• Private, non-profit & government hospitals
• Outpatient clinics
• Group practices
• Retirement systems
• Rehabilitation centers
Financial
Institutions...
Internal and external audits
Compliance
testing
Loan review
Loan collateral inspection/evaluation
Quarterly
and monthly tax accruals
Taxation guidance
Accounting systems
Regulatory issues
Strategic planning
Management
training
Customer service training
Mergers / Acquisitions / Divestitures
Marketing
Banks...
• Loan reviews
• Quarterly/monthly tax accruals
• Taxation services
• Internal/external audits
• Electronic data processing examinations
• Fixed asset accounting
• Compliance services
(training/policies/procedures)
• Strategic planning
• Computer hardware/software consulting
• Marketing services
• Internal policy review
• Assistance with
mergers/acquisitions/divestitures
• Investment portfolio review