Our Services

Debt Management

Whether it’s credit card debt or a student or car loan, we’ll show you how to get to zero balance. Even if it’s a collection issue that’s holding you back from making a large purchase for your family or accomplishing a financial goal. We know how to legally deal with collections companies, and will show you step by step how to get a very low settlement on your debt. And also receive a confirmation letter from collection showing payment settled.

One of our client with a collection account for a repossession on their vehicle, the total amount owed was $28,755.00. But with oour expertise in working with collections companies, we were able to get our client balance reduced to only $2,285.00

Retirement Planning

Retirement may seem a long way off, but it’s never too soon to begin saving. Let us talk you through the available options.

We have the best strategies that will help you save fast and in the most convenient way possible, and you can be able to save up to 20% of your weekly, biweekly or monthly revenue. You can save even way more during Tax Season. We can guide you with one of our most powerful tool that you will find nowhere else.

College Funding

College gets more expensive every year. We’ll help you plan and save for your children’s future. Navigating the college journey and planning can be planned with tracking some key dates, making big decissions and bein ready to takeon new responsibilities.

The average age parents start saving is around 5 years old, and the best way to get started is to multiply the kid’s age by $2,000.00. This is the best plan or rule to start saving to help your children, grandchildren or other kids close to you with their education expenses. We have to plan bassed on private or public school prices, how long it will take and also how long we have to save to achieve the goal.

A well-organized estate is one of the most thoughtful gifts you can leave your family, to help ensure that your loved ones are provided for. We will help decide on the best plan for your estate to help protect your minor or adult beneficiaries from making bad decisions.

Starting with an inventory of what you own is the best way to plan, because most stuff that we have could be tangible and intangible assets. Our current home, vehicles, boats, land, cars or other estate are our tangible assets. The value of our tangible and intangible assets like our savings and checking accounts, our 401(k), stocks or a business ownership can help us understand how much we have, to get started.

A well planned strategy can help you minimize your tax bill, with some smart planning that will leave more money in your pocket come April 15. Tax planning bein an essential part of you as an idividual investor’s financial plan, it will help reduce tax liability and maximize your ability to contibute to retirement plans, which is crucial for your success.

Saving via artirement plan is a popular way to efficiently reduce taxes. Contributing money to a traditional IRA can minimize your gross income up to $6,500, if your annual salary is $50,000, you will only be taxed for the $43,500. That’s why you need to get in touch with a right financial advisor to help you reach your long-term financial golas. Planning now will either reduce your taxes or increase your refund for your next tax return.

The best gifts are planned. We can design a plan to help you support the charity or cause of your choice.

Your Charitable contributions deduction will allow you as taxpayer, deduct you contribution of cash or property donated to charitable organisations during the same tax year.

You want to confirm that the charitable organisation receiving your donation is a IRS approved charity, in order for you to deduct your contribution.

Keep in mind that there is an imposed caps on the total value of charitable contributions that could be tax deductible for that year. This will also be based on certain percentage of your AGI, based on the type of tax-exempt organisation and the type of property given to the donaton center.