Daniel, Russell & Charles Co. - Business Planning & Services

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About Daniel, Russell & Charles Company

Business Planning

To meet the growing and added demands of a full-service organization, Daniel, Russell & Charles Company joined forces with a diverse and industry specific group of professionals and business consultants on a collaborative basis in order to expand its capabilities, which includes 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 believe 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 the right tools to operate successfully, their business organization may run a greater than average risk of doing harm to the business organization and its employees.

Employee Benefits

Daniel, Russell & Charles Company (DRC) operate as a full-service brokerage and consulting firm, specializing in employee health and welfare benefits. DRC’s experience and dedication have made it 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 that 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, and during that time it has witnessed a substantial rise in the cost of healthcare, which is largely due to a mounting cost of prescription drugs, to a mounting increase in the use of prescription drugs by patients, and to a mounting increase in physician compensation. Today there is no getting around 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 getting a handle on the costs and the efficient delivery of employee benefits. DRC is currently 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 now offer several new products and services. These new products and services are designed to help public agencies to significantly reduce their employee benefits’ costs and to initiate successful preventive care and wellness programs. As one of DRC’s new product and service plans the “Golden Bear Plan” offers employers a quality alternative at an economical cost.

Estate Planning

Daniel, Russell & Charles Company has some the most wealthiest client in the United States, the most common the requirements are strong estate planning such as, Analyst, Taxation, Strategy, Legal Advice and understanding the client goals and desire. The long ranges has to be review on regular basic to change or alter their objectives.

Financing

Private Placement
Private placement or private investment capital is money invested in your company usually from private investors in the form of stocks and sometimes bonds. A private placement offering generally means 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 Co. Provides for the client, let’s us help you as Entrepreneurs’, Business Owners and Chief Executive officers to achieve your primary objective.