Our Services
For individuals and entrepreneurs, we are proud to offer you helpful and practical solutions tailored to your situation.
Free Services
- Initial Financial Consultation
- Insurance Needs Assessment
- Become a Guest Speaker at Our Live Shows – Learn more
- Business Promotion & Advertising Support - Learn more
- Get Paid for Business & Guest Referrals - Learn more
Paid Services
PERSONAL FINANCIAL SERVICES
Comprehensive Financial Plan — Starting at $299 Includes: One complimentary consultation meeting Financial goal assessment Budget and cash flow review Personalized wealth strategy action plan Receive a complimentary financial plan when you implement an insurance or investment solution through our office.
PERSONAL TAX SERVICES
- Student Tax Return
- — Starting at $80
- Individual Tax Return
- — Starting at $120
BUSINESS TAX SERVICES
- Sole Proprietor Tax Return
- — Starting at $499
- Incorporated Business Tax Return
- — Starting at $1299
Need Help Deciding?
Book a free consultation to determine which service is right for you!
Helping entrepreneurs to prosper with their business.
We work to provide the essential services that an entrepreneur may need to turn their idea into a business and help them to increase their chances of prosperity, while eliminating some or all of the related risks.
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Helping Advisors and Businesses to Prosper in the Recession!
Our service is simple and beneficial to all parties involved - with us taking all the related risks!
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Need a Tailored Strategy to Scale or Start your Business?
We offer these specialized, custom solutions for your company:
Brand Licensing Strategies, Attracting Active Investors, Professional Fundraising, Customer/Client Acquisition Service, and more.
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Show Your Money Making Expertise as a Guest Speaker on Our Live Shows - Its' FREE!
Advance your career as a licensed financial professional on our premier live platform. By sharing expert insights with a global audience, you build immediate authority, reach qualified new clients, and expand your professional brand. Join us and showcase your value to thousands of viewers today.
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