PROTECT YOUR FAMILY!
Helping clients to succeed, overcome and obtain the ultimate Financial Breakthrough.
WHY FINANCIAL BREAKTHROUGH ?
YOUR HOME BELONGS IN A TRUST NOT PROBATE!
We are here to educate, inform and deliver a life changing message. Most homeowners do not properly plan what happens to their estate and 60% of homeowners do not have their house in trust. We educate, direct and show you a plan that can help you and your family understand the importance of protecting your assets. Probate is a long and tedious process. In addition attorney’s charge thousands of dollars that should remain in your family’s bank account.
Call us today at 323-751-3748 and R.S.V.P. for one of our exclusive seminars to help you understand the next step.
YOUR HOME BELONGS IN A TRUST NOT PROBATE!
We are here to educate, inform and deliver a life changing message. Most homeowners do not properly plan what happens to their estate and 60% of homeowners do not have their house in trust. We educate, direct and show you a plan that can help you and your family understand the importance of protecting your assets. Probate is a long and tedious process. In addition attorney’s charge thousands of dollars that should remain in your family’s bank account.
Call us today at 323-751-3748 and R.S.V.P. for one of our exclusive seminars to help you understand the next step.
Financial Breakthrough Services
REAL ESTATE
- Residential, Commercial, Investment
- 1st Time Buyer Program, Short Sales
- List Properties 4 sale
- Church Programs
Document Services
- Living Trusts
- Power of Attorney
- Advance Medical Directives
- Correspondence Specialist
-
3rd Party Advocacy Services
INSURANCE
- Life & Health (Individual/Group/Covered CA)
- Medicare Advantage Plans
- Medicare Supplement Plans
- Home, Auto, Renters
- Whole Life, Term, IUL’s, Living Benefits Offering
- Cancer Policies
- Hospital, Accident
- Life Settlements
TAX & PREPARATION
- Tax Resolution for Individuals & Businesses
- Quick Book Accounting
- Bookkeeping
- Offer & Compromise
- Payroll
- All year round service
Retirement Strategies
- Financial Assessment
- Annuitants
- Mutual Funds
- Long Term Care Planning
- Budgeting and Expense Management
- Additional Services available
What Your House Worth?
We are now in a sellers market!
Call and receive a free
Cost Market Analysis and get
information about your home’s worth.
CODE YGHOME
type of seminars we offer
Credit Repair
Living Trust
Home purchase
When is the best time to sell? Upcoming tax changes
If I change jobs does my Life Insurance follow?
Group Health Insurance
CODE YGTAXES
Our Purpose
The purpose of a financial breakthrough for our company is to achieve sustained growth, stability, and success in our operations. This breakthrough encompasses strategic financial planning, efficient resource allocation, and the pursuit of opportunities that will enhance our financial position. By attaining a financial breakthrough, we aim to not only meet current financial obligations but also to invest in innovation, expand our market presence, and ensure long-term sustainability. This breakthrough is a pivotal step towards creating value for our stakeholders, fostering resilience in a dynamic business environment, and ultimately positioning our company for continued success and impact.
Real Estate 101
Offers valuable insights to help you make informed decisions. Our team of experienced real estate professionals specializes in conducting thorough analyses of properties, considering market trends, and evaluating investment potential. Whether you’re a homeowner looking to understand your property’s current market value or an investor seeking opportunities, Real Estate 101 is committed to providing you with comprehensive and complimentary insights. Take advantage of our free analysis to gain a deeper understanding of your real estate assets and make strategic decisions that align with your goals. Unlock the full potential of your real estate ventures with Real Estate 101 – where expertise meets insight.