Final Strategic Plan and Presentation

Thomas Torres

BUS/475

August 6, 2012

Tosh Stuart

Final Strategic Plan and Presentation
Conceptualizing a Business In today’s society of ever changing needs and trends, a person or business might find themselves lost in the constant overflow of information and the opinions of millions of people collaborating amongst each other. The right path to follow financially is unique to every single individual and business client. Toro Financial Group is a financial services group that provides professional financial advice and leadership to consumers and businesses. The mission of Toro Financial is to provide the utmost professional advice big or small, but at the same time fulfilling the unique needs of consumers and business clients making it easy to understand. Ensuring the valuable advice is sustainable throughout time will help ensure a strong foundation for future generations to come. Some of the products that Toro Financial offers range from 401(k) plans and mutual funds all the way to life insurance and wealth management solutions. The company offers a range of services including advisory services as well as around the clock customer service for account inquiries and statements. The firm also has a web-based system that offers a custom advisory wizard that pinpoints the needs of our clients through a series of questions that reveals their financial snapshot. With over 80 years of history, Toro Financial has already laid the rock hard foundation of trust with clients holding accounts well over 40 to 50 years in time passing it down from generation to generation with our trust and estate planning solutions. The “strategic management of the company sets up a set of actions…” of our company “…that result in the formulation and implementation of plans” (Pearce 3) that