Sapphire package

• Comprehensive Financial Analysis & Goal-Setting Accomplishments.

• Personalized Investment & Portfolio Construction.

• Masterization At Data-Base & Market Insights Resources.

personal Wealth Management

ruby package

• Small Business Formation, Registration & Administration.

• Cash Flow Management & Business Debt Profitability.

• Becoming Your Own Banking Holding Entity Systematization.

small business package

amethyst package

• In-Depth Financial Planning & Goal-Based Planning Strategies.

• Estate Planning Guidance, Distribution Of Assets & Liability.

• Retirement Planning, Including Projections & Income Optimization.

Advanced Financial

Planning Package

diamond package

• Stock Option & Planning for HNWI “High Net-Worth Individual”

• Executive Compensation & Investor Benefits Analysis.

• Philanthropic Foundation Planning & Legacy Creation.

Executive Wealth

Solutions Package