Our FAQs
here We Trying To reply on
all the Questions We Heard before.
Questions are often more complex than they seem. For example, what entity should I use for my business or investing? Or, is XYZ a good investment? While these questions seem simple on the surface, they can have a huge impact on your overall strategy – one that can be difficult and costly to undue. For this reason, it is our policy to not answer one-off questions. Providing a generic answer can be detrimental to any situation. We want to gain a better understanding of the whole picture.
A wealth strategy is a systematic plan of action to build permanent wealth. It is customized to your needs and your goals. A tax strategy is a systematic plan of action to permanently reduce your taxes, also customized to your specific situation. The most successful wealth strategies include a tax strategy so tax savings can be leveraged into tax-free wealth.
We do not offer any investment advisory services. We suggest scheduling a call so we can assess your needs and goals and refer you to someone who can help you with these specific items.
We offer a wide range of solutions to help you achieve your financial dreams. Fees vary depending on your needs. Please schedule a call and we can discuss your specific needs.
We suggest hiring a payroll service for your payroll needs. Payroll services are very inexpensive and well worth it to make sure it gets done correctly.
We suggest outsourcing your bookkeeping to a professional bookkeeper. In some cases, if the activity of your business or investing is simple, then you can do it yourself.
