With established strategic alliances we are able to offer our clients a list of specialized products and services.
Pricing + Service List
We can accomplish plenty with a single meeting and your first consult is free!
““Failing to Plan is simply planning to fail” ”
life insurance
— We're an independent broker that affiliates with only the top life insurance carrier(s). After a quick assessment of your financials we can recommend the amount of coverage you need.
Real estate services
— We offer assistance with all your real estate needs. Rentals, Purchases, Sales & Investments. Our agent David Batista, CAIA® is affiliated with Douglas Paul Real Estate. They have over 15,000 investment properties that can be buyers and sellers.
Business Consulting
— Our clients trust our research and analysis. We have assisted several companies maximize their revenue potential by effectively implementing a plan that details key objectives to increase efficiency.
Variable rate
Financial Planning:
Retirement Planning Review
Cash Flow Expense Planning
Insurance and Risk Management
Debt Reduction and Management
Personal: $115/month*
$414.99/hour
Business: $172/month*
$619.20/hour