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Case Studies | Certified Financial Planner

In the Business of Helping Clients

Tom Turicik, a Certified Financial Planner, is focused on helping his clients. But, when it came to his own bookkeeping, he needed a solution that would help him visualize his efforts while allowing him more time to focus on his clients’ needs. With the help of Thrive by Huberty, Turicik was able to do just that.

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Thrive

Our Services

With the help of Thrive by Huberty, Turicik was able to not only spend more time working for his clients but also received valuable insight into his business.

KPI REPORTING

VISUALIZED FINANCES

CONSULTATION

On top of taking the burden of bookkeeping off of Turicik’s shoulders, the consultation included in Thrive allows him to see his free cash flow for each period.

Our Relationship Today

Today, Turicik and our Huberty advisors work together to provide valuable business insights. With the help of Huberty, Turicik has more time to improve and grow his business.

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Testimonial

“Using Thrive by Huberty is easy, efficient, and understandable. It helps me find misaligned expenses quicker, allowing me to make the necessary corrections that keep my business moving in the direction I want it to go. I would recommend Thrive to any small business owner who wants to focus on what they do best and wants to have more time to improve & grow their businesses.” - Tom Turicik, CFP, CLU, ChFC, CLTC, CASL

Case Studies.

Francis Chiropractic

Francis Chiropractic

Full-service, financial solutions for a Chiropractor.

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Certified Financial Planner

Certified Financial Planner

Taking the burden of bookkeeping off of a Certified Financial Planner’s shoulders.

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Kisiolek Eye Center

Kisiolek Eye Center

Expanding resources and service offerings for an Optometrist.

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