Pricing + Services

 
 

Financial planning services starting at $30/hour.

Our Statement »

 

Tax Preparation

Personal: Varies — We offer reliable tax preparation services to ensure accurate and timely filings:

  • Expert Preparation: Our experienced team handles all aspects of your tax return.

  • Maximized Deductions: We identify and apply all eligible deductions to reduce your tax liability.

  • Filing Accuracy: Ensure compliance with all tax regulations for peace of mind.

  • Timely Submissions: Guarantee on-time filing to avoid penalties and interest.

 

Tax planning

Personal: Varies — We provide comprehensive tax planning solutions to help you:

  • Minimize Tax Liability: Develop strategies to reduce your overall tax burden.

  • Maximize Savings: Identify opportunities for increasing your savings through effective planning.

  • Personalized Strategies: Tailor approaches based on your unique financial situation.

  • Deductions and Credits: Ensure you take full advantage of available tax deductions and credits.

Insurance Solutions

Personal: $0/hour — We offer a variety of insurance solutions to secure your financial future:

  • Term Life Insurance: Affordable coverage for a specified period.

  • Whole Life Insurance: Permanent protection with cash value growth.

  • Indexed Universal Life (IUL): Flexible policies linked to market performance for potential growth.

We also provide debt settlement services to help manage and reduce debt, and annuities for guaranteed retirement income. 

 

Cash flow expense planning

Personal: Varies— We provide effective cash flow expense planning, including:

  • Income and Expense Analysis: Identify patterns and areas for improvement.

  • Personalized Budgeting: Create tailored strategies to optimize cash flow.

  • Cost Reduction: Find opportunities to cut unnecessary expenses.

  • Future Planning: Ensure resources for upcoming financial needs.

 

Home Purchase Assistance

Variable hourly rate — We help individuals navigate the journey to homeownership:

  • Qualification Assessment: Evaluate your eligibility for home financing.

  • Credit Repair Support: Provide guidance on improving your credit score to enhance your chances of qualification.

  • Documentation Review: Assist with checking and organizing necessary documentation for the mortgage process.

  • Prequalification Assistance: Help you obtain prequalification to strengthen your home buying position.

Retirement planning

Variable hourly rate — We provide comprehensive retirement planning to help you secure your financial future:

  • Personalized Assessments: Evaluate your current financial situation and retirement goals.

  • Strategic Planning: Develop a customized retirement strategy to maximize savings and investments.

  • Investment Guidance: Offer advice on suitable investment options to grow your retirement funds.

  • Social Security Optimization: Maximize your Social Security income while minimizing potential tax liabilities due to provisional income and Required Minimum Distributions (RMDs).

  • Ongoing Support: Regular reviews to adjust your plan as your needs change.

 

Education/college funding

Varies — We help individuals and families navigate the complexities of education funding:

  • Personalized Consultations: Clarify the benefits and tax implications of various funding options.

  • Maximization of Scholarships and Grants: Identify and secure available financial aid.

  • Account Establishment: Assist in setting up the right accounts tailored to your financial needs.