Corporation formation***

Financial Planning
• Assessment of current situation
• Goal setting
• Education
• Family
• Home purchase
• Vehicle purchase
• Investment
• Shopping
• Monthly billing
Tax Planning & Accounting
• Annual tax reporting
• What is tax deductible?
• How to get the most out of tax benefits
• Define business usage benefits

Tax Audit Representation- Legal
• If necessary

Defined retirement benefit plans
• Financially planning for life after entertainment

Quote & Underwrite Insurance Plans
(Medical; Dental; Property & Casualty)**

Banking Needs
• Setup Account

Portfolio
• Emáque contract
• Photos
• Bio
• Financial plan & goal tracker
• Resumé
• Certificate of membership/ ID Card