Supporting Your Financial Journey
In 2022, 100 families were served through our financial services.
Tax clients have saved 100k+ in taxes, and we’ve put back over $7 million of life insurance coverage into the community in the past 4 months.
We do the work.
Tax Preparation
W2 Employees, Business owners, 1099 – independent contractors, Sole proprietors, Students
Tax season can feel like a daunting time for many people. Preparing and filing taxes can feel confusing and intimidating…but it doesn’t have to be.
As an individual, how many times have you asked yourself what credits do I qualify for? Should I take the standard or itemized deduction? What forms should I file? As a business owner, how many times have you wondered what tax breaks you can take advantage of to reduce your tax liability?
No worries, let me take the guesswork out of taxes. I partner with TaxxWiz to utilize their IRS approved software, Titan! Simply complete the questionnaire, submit your documents, and I will take care of the rest.
Create your client portal by clicking the link below to start your complimentary quote today!Serving all 50 states. Virtual and in-person consults are available by appointment.
Life Insurance
Term Life Insurance, Indexed Universal Life (IUL) Insurance, Whole Life Insurance, Tax Retirement/Investment Tools
So many people do not know where to start when it comes to acquiring life insurance.
How would it feel to know once you’ve passed on, you’ve become an asset to your family and given them control over their financial freedom?
What if I told you there are products with living benefits, that in the event you were critically injured or became ill you would now be able to access up to 80% of your policy amount to cover cost while alive.
Did you know life insurance can be leveraged as a tax-free retirement vehicle and investment tool? It also can protect your business and equity.
Let’s dive into the specifics of cash value accumulation, the different types of life insurance products, the importance of living benefits, and much more so you can truly understand the power of life insurance!
The consultation is FREE! Click the link below:
