STATISTICS
33%
Of American adults have $0 saved for retirement
38%
Of U.S. households have credit card debt
40%
Of student loan borrowers are expected to go into default by 2023
61%
Of Americans don't have enough savings to cover a $1,000 emergency
STARTING A BUSINESS
Can be overwhelming & complex - but it doesn't have to be
Whether you are unsure of the differences between a sole proprietorship, llc, or corporation.
If you don't understand business terminology such as NAICS, Operating Agreement, Business Plan, EIN, etc.
Or you may just not know where to start, how to open a business account, or just need someone to point you in the right direction - Let us hook you up.
FINANCIAL PLANNING
Let's come up with a plan for you to achieve your goals
We all have a vision of what we WANT our life to look like. You may want to purchase a home, retire at 60, or send your kids to college. This is the importance of coming up with a financial plan. You need to ask yourself "Where am I now?", "Where do I want to be?", and "How do I get there?". The first two questions you need to answer for yourself but we can help you with the last one. Let us hook you up and make your dreams a reality.
ESTATE PLANNING
What will happen to my assets when I die?
While I hope to live for another 50+ years, tomorrow is not promised. Death can happen unexpectedly and if you don't plan correctly your assets will not be distributed the way you'd like. Imagine being in a serious relationship and your boyfriend/girlfriend dies. There is a chance that you'd like them to receive some of your assets. However, if you did not prepare properly they might not be entitled to anything. This is why you need to plan for the unexpected and ask yourself "What will happen to my assets when I die?". Have any questions let us hook you up.