Client Intake Form
Complete the 60 Second form and we'll get back with you within 24 hours.
Why Xcalibur Globall LLC
Frequently Asked Questions
Clear answers to help you make confident financial decisions.
What types of clients do you work with?
We typically work with small businesses with 1-50 employees. We work with businesses in all industries. However, we welcome any size business to complete the questionaire form and we will see if it is a good fit for us both.
How do I get started with Xcalibur Global?
Simply fill out the "Get Started" button or contact us
Are your plans customized?
Yes — every business is looked at by an individual to determine the monthly cost for our services based on your needs.
Do I have to sign a long term contract with you?
Not at all. Our contracts are on a month to month term so you are not tied into anything long term. We only require a 30 day termination notice.
Get Started
Want to work with us?
Let’s create a personalized financial plan that puts your goals within reach — starting today.
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