(201) 345 5252
About Us & Testimonials
We are a network of Independent Financial Professionals helping families and businesses finding the north of their financial future.
We specialize in tax advantaged insurance and saving strategies to bring tailored solutions for families and business owners.
We will partner with your trusted attorney, accountant or financial professional to implement a comprehensive financial plan, personalized to your needs to help you reach your financial security, protect your assets and minimize your tax liability and exposure.
Life, Health, Disability, Medicare
401K, IRA, Pension Plan
Business Insurance, Workers Compensation
Wills, Trust, Charitable Giving
Taxes, Payroll, BookKeeping
Debt Solutions
Bankruptcy, Mortgage Modification
Previous Programs
Finanzas al Dia con Fredy Marin
06/25/13
Como obtener beca para Princeton University. Invitado especial: Arlington Legro
Ventajas y desventajas de los 3 diferentes mecanismos de eliminacio de deudas
La importancia del reporte de credito
-
Ventajas de compra de casa
-
Ventajas de la venta corta de casa (Short Sale)
Como Ahorrar
para el retiro
FM&A in the media
Starting July 2013
Foreign Financial institutions to report off shore accounts of U.S. citizens and residents
The U.S. tax law requires that all American citizens and residents must pay tax on worldwide income.
The American Government is currently negotiating agreements for the exchange of tax information with more than 80 countries.
On July 15, 2013 the IRS will launch the official website where foreign financial institutions must report the accounts held abroad by American citizens and residents.
Call us to learn how to legally protect your assets and foreign income.
Most Recent TV Interview
Most Recent Seminar
