My job is to help people achieve their financial goals, and simplify the process to make it easy to understand.
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If you're a business owner, you know well the obstacles of launching a successful business and the following challenges you face in running it. Promoting profit growth, handling taxes, protecting your company's assets, and planning for retirement are all concerns many business owners must address. High net worth and other wealthy individuals may face similar challenges, as their assets are consistently threatened by taxes, time, and other liabilities. Although these issues can be daunting at times, they are good problems to have, as they validate a very significant accomplishment: financial success. Profectus Financial builds its core services around: *Profitable Business Owners - by helping them with minimizing income taxes through implementation of sophisticated, time tested and proven techniques that may yield significant tax saving benefits. Put simply, we take money that business owners would have paid in income taxes and convert it into asset-protected retirement wealth. The ideal candidate would be someone who has at least $500,000.00 in net taxable income; is around age of 45; has less than 50 full time employees. **High Net Worth Individuals - by designing and offering a well-balanced portfolio through a mix of well-diversified and non-correlated investment options. The ideal candidate is someone with minimum of $250,000.00 in invest-able assets.
- Quickbooks Input & Clean Up - All Versions - Quickbooks Tutoring - All Versions - Financial Consulting - Financial Planning / Forecasting - Bilingual Services Provided ( Spanish - Peruvian Dialect )
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Haven Services offers personalized certified counseling services to address both financial and housing challenges. Our certified counselors assist clients in managing debt, improving credit scores, and navigating the complexities of homeownership or rental finances. By providing tailored guidance, we empower individuals to overcome financial obstacles and secure stable housing solutions.
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