Legal Plan Preferred - Individual or Family
Like having a lawyer in your pocket 24/7. Help you make your will, power attorney, living will, etc.
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Wealth & Mortgage Advisor
Financial PlannerMiami, FL
Miami Financial Advisor & MLO. I teach you about money to build wealth. Holistic strategy using investments, mortgages & life insurance to secure your future.
What they offer
Heloac
When you have equity in your house and you need money for upgrades in your house and you would like a line of credit like a credit card.
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IRA - Individual Retirement Account
This could be a traditional IRA or a Roth IRA, helps you plan for retirement and gives you deductions and deferred taxes (traditional) or pay taxes now and not later (roth)
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Home Security - Vivint
Smart Home Security - Protect your home and automated !!!
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Heloan
Use the equity on your home for updates or for debt consolidation
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ID Theft Defense - Individual
IDTheftDefense services monitor more of what matters, offers consultation with an investigator when members need it, and offers complete identity restoration.
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Emergency Fund
Start saving for a rainy day! make sure you have 3 to 6 months worth of income saved and put your money to work for you.
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Loan for your first house
As a mortgage loan originator I can show you what you need in order to qualify to buy your own place and create equity in your own home and not rent and create wealth for someone else.
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Life Insurance
Cause life is unexpected and life insurance is not for who dies but for who we leave behind!
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Legal Plan for Small Business
You and your employees my need representation in case that something goes wrong.
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Legal Plan Platinum - Individual or Family
Like having a lawyer in your pocket 24/7. Help you make your will, power attorney, trust, etc.
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Financial Need Assessment - Your financial GPS - Complementary Service
Your individualized financial plan, so that you have a plan for your future, this is a complimentary service and everyone should take advantage and find their FIN - Financial Independence Number.
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Legal Plan - Individual or Family
Like having a lawyer in your pocket 24/7. Help you make your will, power attorney, etc.
Ask for price
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Information
Where it is
Miami, FL