We are here on the internet to provide you with information concerning our firm and our unique, low-pressure approach to personal and professional services. Since its founding in late 2006, we have an excellent client-retention rate and we are extremely proud of the high-quality services that our we provide our clients – – – individual consumers, their families and small business owners.
Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. Out of these services, we specialize in the field of Income Tax Preparation, Debt Elimination and Tax-Free Retirement & Savings Planning.
The rules are different when you retire. Take for instance, an IUL Retirement Savings. It is a retirement savings insurance contract that offers the potential to realize tax-free income that can last 120 years of age as long as they are properly funded and structured according to IRS SECTION 7702 and 72(e) GUIDELINES.
Do you have a clear vision of your retirement? When you are ready to learn more about what we can do for you, we encourage you to contact us immediately.
Let us know how we can serve you today.
Percival Abu, CAA, AFSP
Founder & Chief Operating Officer
IRS e-File Provider & Registered Tax Preparer
Licensed Financial Strategist & Retirement Specialist