Corporate Profile

Business Planning

The purpose and objective is to meet the growing demands of a full-service organization. Daniel, Russell & Charles Company joined forces with a diverse, industry specific group of professionals and business consultants on a collaborative basis in order to expand its capabilities. Included is the delivery of an array of comprehensive business planning and financial services to business owners, entrepreneurs, and business managers. Each of these firms operates as an associate member of Daniel, Russell & Charles Company. DRC believes that business owners, entrepreneurs, and managers control their own destiny and their continued success will depend on hard work and intelligent business decisions. Unless the business owners, entrepreneurs, or managers are equipped with effective tools to operate successfully, their business organization may run a greater than average risk of jeopardizing the business organization and its employees.

Employee Benefits

Daniel, Russell & Charles Company (DRC) operates as a full-service brokerage and consulting firm, specializing in employee health and welfare benefits. DRC's experience and dedication is attributed to being one of California's leading and most successful brokerage and consulting firms; representing private companies and public agencies with 40,000 or more employees. DRC works closely with each and every one of its clients to ensure they receive quality assistance and support services.

For more than two decades, Daniel, Russell & Charles Company has been an avid observer of the healthcare industry in the State of California. During that timeframe, California has witnessed a substantial increase in the cost of healthcare, which is largely due to a mounting cost of prescription drugs, the use of prescription drugs by patients, and an increase in physician compensation. Currently, there is no objection to the fact that employee benefits are a key issue for every employer. From government agencies, to unions, to non-profit organizations, to Fortune 500 companies; every management team is concerned with maintaining the costs, while consequently providing employee benefits. DRC is presently working with several California cities and other local governments, as well as healthcare providers to provide an alternative to the CalPERS health plan.

Daniel, Russell & Charles Company offers several new products and services. These new products and services are designed to help public agencies significantly reduce their employee benefits' costs and to initiate successful preventive care and wellness programs. For example, one of DRC's new product and service plans is the "Golden Bear Plan," that offers employers quality alternatives at an economical cost.

Estate Planning

Daniel, Russell & Charles Company services some the most wealthiest clients in the United States. Most commonly, the desired characteristics required are: strong estate planning including but not limited to, Analyst, Taxation, Strategy, Legal Advice and understanding the client goals and desire. Typically, depending on the service desired, the longer ranges have to be reviewed more regularly to potentially change or alter their objectives.

Financing

Private Placement Private Placement or private investment capital is money invested in your company usually via private investors in the form of stocks, and sometimes bonds. A private placement offering is generally defined as any type of shares issued by a small or growing company to raise capital.

Private Equity Equity securities of companies that have not "gone public" (are not listed on a public exchange). Private equities are generally illiquid and thought of as a long-term investment. As they are not listed on an exchange, any investor wishing to sell securities in private companies must find a buyer in the absence of a marketplace.

These are services Daniel, Russell & Charles Company provide for clients. Therefore, let us help you as entrepreneurs', business owners and chief executive officers to achieve your primary objective.

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