Services

Services

Financial Consultations

An in depth, free financial consultation is the first step in achieving healthy finance goals. Together, we will identify goals, analyze current finances and develop recommendations.

  • First, we identify your goals; Long Term, Short Term and Wish List Goals
  • Next, I perform a deep-dive analysis of your Income, Credit, Savings and Debt
  • Finally, I will make recommendations and offer education opportunities
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Financial Planning

Based on recommendations resulting from an in depth free financial consultation, I will create, educate and execute a simple to follow, easy to obtain, financial plan.

 

Some benefits include:

  • Life Insurance Planning
  • Home/Auto Insurance Planning
  • When available, I find better interest rate options for any debts, bank accounts and insurance policies.
  • Serve as your liaison to a network of experienced financial brokers and professionals to help identify and maximize investments

Tax Services

Whether personal or business, I understand how overwhelming taxes can be. With SEC Financial Services, I demystify the process through education and execution.

Some benefits include:

  • Tax Preparation - Personal & Business
  • Payroll Taxes
  • Estimated Taxes
  • Business Sales Tax
  • Setup payment plans
  • Assist with disputes
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Credit Repair

Credit Repair is the cornerstone of financial health. We will start with a credit analysis, identify opportunities for improvement, educate and execute an aggressive credit repair plan.

Some benefits include:

  • Starts with a credit report analysis along with you Income, Credit, Savings and Debt
  • Identify disputable items and Initiate disputes
  • Negotiate with Creditors to reduce Total, Interest or Terms
  • Educate and Build Credit after a bankruptcy, for young adults, provide payment education and income to debt education

Bookkeeping

You have a business to run, let SEC Financial ensure finances and payroll are always correct. Bookkeeping is different from business to business. I work within an array of industries.

 

My clients benefit from services such as:

  • Estimated taxes
  • Sales Tax
  • Payroll & Payroll Tax
  • Monthly BookKeeping & Closing
  • Quarterly Closing
  • Regular Reporting
  • Profit & Loss
  • Loan Application Assistance
  • Immigration Application Assistance
  • Manage Unemployment
  • Manage Social Services
  • Manage Medicaid
  • Compliancy Forms & Education
  • Insurance & Licensing Assistance
  • Interest Rates & Coverage Assistance
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Schedule a Free Consultation