Do you want to reduce your taxes before the end of the year?
Don't leave it to the last minute.
With the help of a CFP, it is possible to work to minimize your tax burden and start the new year with better finances.
If you have questions or need personalized advice, read a little more about us and contact us!
Now, it’s time to consider Hourly Financial Planning
Get fiduciary financial advice from a Top Financial Planner with our highly personalized Hourly Financial Planning Service.
Reduce your tax burden.
Optimize your investment portfolio or get a second opinion.
Navigate the complexities of Roth conversions and RMDs.
Get a second opinion on your portfolio.
Maximize the benefits of your 529 plans and custodial accounts.
Choose the best savings or distribution strategy for your retirement.
How does it work?
- Schedule your one-hour session for $299.
- Complete a questionnaire and upload your information.
- Receive massive value in your personalized.
- After your meeting, you will receive a written summary with clear action steps and suggestions.
Who is the expert behind this service?
Our CFP®️ is Alonso Rodriguez Segarra, a CERTIFIED FINANCIAL PLANNER®️ professional with over 25 years of experience. Investopedia has ranked Alonso among the 2023 USA’s Top 100 Most Influential Financial Advisors and by etf.com in 2024.
Why with us?
- Clear value proposition without hidden fees; pay only for what you need.
- We do not receive any fees or commissions for selling financial products.
- We are finance experts, Fee-only and Fiduciaries.
We guarantee that you pay us if we generate value for you.
