What can I expect during my first visit?
You will complete an intake form to create a client profile. Then you will meet with a financial strategist to discuss your situation to determine the best strategy to achieve your financial goals.

How much do your services cost?
Our costs vary based on your financial situation and needs. We recommend that you schedule a consultation so we can determine the appropriate services to help you meet your goals.

Do you offer accounting services to first-time business owners?
Yes. We strongly recommend first-time business owners establish their accounting systems when they establish their businesses. Therefore, we can monitor the company’s performance and create solutions to strengthen its financial status to support business growth.

What documents do I need to file my taxes?
You will need to provide a W-2, 1099 forms (e.g., self-employed, rental property, interest or dividends income), and receipts. We will send you a checklist to ensure you have the proper documents to start the filing process.

Is my personal financial information safe if I submit it online?
Yes. We have a secure file uploading system that encrypts your data and sends it directly to our team for your protection and peace of mind.

When do I need to prepare for retirement?
We recommend that you start preparing for retirement at age 40. Our team will assess your current financial situation and discuss your vision and goals to create a strategy that will keep you financially secure.

Who needs wealth management?
Everyone, regardless of economic status, can build wealth through real estate assets, stock market investments, and life insurance to provide financial security for future generations.

How can I get health and/or life insurance?
We have a broad network of reputable insurance carriers that we work with to provide you an optimal plan that secures your well-being and that of your loved ones.