Solutions
Jubilee General Check-in
Who It's For: Existing clients looking for a quick financial check-up or potential clients curious about our services. What It Does: Provides an opportunity to touch base, discuss any immediate financial questions or concerns, and explore how our services can benefit you. Details: A complimentary 15-minute online session, a perfect introduction to our personalized approach.
Tax Resolution Consultation
Who It's For: Anyone facing tax issues or disputes with tax authorities. What It Does: Offers strategic advice to resolve your tax issues effectively, whether it involves back taxes, audits, or any other tax-related concerns. Details: 30-minute session, available online, at a cost of $200. Your first step towards resolving tax challenges with confidence.
Tax Planning Package Session
Who It's For: Clients who have already chosen our Tax Planning Package, seeking to maximize its benefits. What It Does: Delivers a personalized review and adjustment of your tax planning strategies, ensuring you're on track to meet your financial objectives. Details: 1-hour session, available online. Tailored for our Tax Planning Package clients.
Retirement Planning (Complimentary)
Who It's For: Individuals planning for a secure and comfortable retirement. What It Does: Offers insights and strategies for effective retirement planning, ensuring you're on the right path to a financially secure future. Details: A complimentary 20-minute online session, setting the stage for your retirement journey.
Life Insurance/Annuity Consult & Review
Who It's For: Anyone looking to review or understand their life insurance and annuity options better. What It Does: Provides expert advice on selecting, reviewing, and optimizing life insurance and annuity products to align with your financial goals. Details: 1-hour session, available online. Ideal for ensuring your life insurance and annuity choices are the best fit for your needs.
Tax Preparation Consultation
Who It's For: Individuals and businesses needing expert advice on preparing and filing taxes accurately and efficiently. What It Does: Simplifies the tax preparation process, ensuring you are compliant with the latest tax laws and maximizing your potential refunds or minimizing liabilities. Details: 30-minute session, available online, priced at $125. A smart investment for peace of mind during tax season.
Tax Planning Consultation
Who It's For: Forward-thinking individuals and businesses aiming for long-term tax efficiency and planning. What It Does: Helps you develop a comprehensive tax strategy that aligns with your future financial goals, ensuring you're not just prepared for today, but also for the years to come. Details: 30-minute online session for $175. An investment in your future financial well-being.
Accounting + Bookkeeping Consultation
Who It's For: Entrepreneurs, small business owners, and individuals seeking to streamline their financial records and enhance their financial clarity. What It Does: Provides expert guidance on managing your accounting and bookkeeping efficiently, identifying areas for improvement, and implementing best practices tailored to your unique financial landscape. Details: 30-minute session, available online, at a starting rate of $150. Perfect for those looking to optimize their business's financial health.
Financial Review Part 1 & Part 2
Who It's For: Individuals or businesses seeking a comprehensive analysis of their financial status and planning. What It Does: Delivers an in-depth review of your financial health, identifying strengths, opportunities, and areas for improvement. Details: Two sessions, Part 1 (1 hour) and Part 2 (1 hour 30 minutes), both available online. A thorough exploration of your financial landscape.
Life Insurance/Annuity Agent Meeting
Who It's For: Current and prospective life insurance agents seeking guidance, training, or collaboration opportunities. What It Does: Offers a platform for agents to discuss strategies, industry trends, and ways to enhance their service offerings. Details: 1-hour online session, a unique opportunity for professional growth in the life insurance sector.