Once you have filed your taxes, learned critical methods from The Pride Club,
tie it all together with
Comprehensive Financial Planning!
FEE-BASED Advising, a fiduciary duty to advise with your best interest in mind.
Retainer is between $500 and $1000.
It includes the first 10 - 20 billable hours, and a billable hourly rate thereafter.
Invoiced monthly, minimum 6 month notice for cancellation.
Discounts available to existing Pride Members.
Divorce settlement assistance
Tax Preparation Services
Dedicated Investment Advisor
Dedicated office hours
Advisor Credentials Include:
Certified Financial Planner (CFP ®)
Chartered Financial Consultant (ChFC ®)
Certified Public Accountant (CPA)
Series 7 Exam
IRS Enrolled Agent
15 Years combined experience with the Advisor Team