TAX PREPARATION - Preparing client's personal or small business financial documents to file their federal & state income tax returns and estimated payments. Responsible for income tax preparation for individuals and companies. Identifies potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. Completes tax forms in accordance with policies and in compliance with legislation and regulations. Properly forming business structures to elevate risk of lawsuits for self-employed and small businesses.

NOTARY - Preventing fraud by witnessing the signing of documents and verifying their authenticity. Witness and authenticate signatures, administer oaths, verify signatures and take affidavits. Notaries public are utilized by state governing bodies to prevent fraud and theft within public matters.

CREDIT REPAIR - Credit repair is the process of fixing poor credit standing that may have deteriorated for a variety of different reasons. Repairing credit standing may be as simple as disputing mistakes information with the credit agencies. Identity theft, and they damage incurred, may require extensive credit repair work.

FIX ANNUITY - Retirement is a time for your clients to finally take advantage of the plans they’ve made – and worry less about how they’re going to pay for them. Address some of the worry about volatility because your savings aren’t exposed to market fluctuations. Guarantee growth and protection for retirement – on your clients’ terms. Protect a portion of your clients’ retirement savings while earning guaranteed³ growth year after year.

LEGALSHIELD - Protecting and empowering you and your family. A legal service plan can help with all sorts of planned and unplanned legal issues. As a LegalShield member, you can rest assured that whether you're facing a legal issue that's big, small or somewhere in between, you'll have access to legal advice and services when you need them. Let LegalShield help you worry less and live more. Preferred Member Discount; You get at least 25% off rates as a member if someone has filed suit against you (beyond included trial defense), if you and your lawyer decide to file suit or for something that happened before you became a member. Dedicated and Responsive Law Firm. After you become a member, just contact your provider law firm to speak to a lawyer in your area that is experienced in most fields of law and can provide you advice and counsel on an unlimited number of personal legal issues. We even provide 24/7 access for covered emergencies. Download our free LegalShield mobile app for quick, convenient access to your law firm. Professional Legal Advice and Counsel; You have access to a variety of legal services including advice on unlimited personal legal issues, letters or calls made on your behalf, contract and document review and so much more. Document Preparation and Review; Your provider law firm can prepare documents for you such as your Will, Living Will, or Healthcare Power of Attorney. In addition, as a LegalShield member, you can download the Shake by LegalShield mobile app with a variety of forms (including the Will Questionnaire you’ll need to complete your Will) all conveniently located on your desktop or mobile device. Peace of Mind; Expected and unexpected legal issues arise every day. But with LegalShield on your side, a small monthly fee gets you access to advice and counsel on an unlimited number of personal legal issues from an experienced attorney.

SMALL BUSINESS LEGAL SHIELD - Get legal protection from our provider law firms to help you run your business confidently for a low monthly fee. Trial Defense Services; If your business is named defendant or respondent in a covered civil suit your LegalShield membership aids and covers a set amount of pre-trial and trial hours. (Only available in the U.S.)* Designated Consultation; For legal matters such as patents, copyrights, immigration and intellectual property that may require more in-depth discussion, you can schedule up to a one half hour consultation with your law firm.* Debt Collection Assistance; Managing business finances is one of the most important factors in your businesses success. With a LegalShield membership, you can focus on the bigger picture and allow your provider law firm to help you with collection letters. Legal Correspondence. Having access to a provider law firm also provides you additional assistance for legal matters that may require correspondence (calls/ letters) on your behalf. Contract and Document Review* Your provider law firm can review contracts or documents for your business such as leases, non-disclosure agreements and employee contracts. In addition, along with your LegalShield membership, you can download the Shake by LegalShield mobile app with a variety of forms all conveniently located on your desktop or mobile device. Legal Consultation; Speaking to a lawyer before you make business decisions can provide you added peace of mind. With LegalShield, you can consult with an attorney on legal matters related to your business such as contracts, leases, securities and employment without worrying about high hourly bills.

VIVINT SMART AUTOMATION -Protecting your business and personal financial assets, while Vivint Smart Home protects your business, home and personal assets, creating a more peace of mind than ever before! One of the largest smart home/business and security companies in North America. Offers numerous security options to monitor homes/businesses digitally from smart phones.

ID THEFT - Identity theft affects millions of Americans each year. Victims of identity theft can face issues such as lost job opportunities, problems securing a loan, harassment from debt collectors, and more. You can get the experts on your side with an identity theft protection plan. Services include monitoring of your personal information, unlimited consultation, expert restoration, and more. Monitor More of What Matters; Have your identity monitored from every angle, not just your Social Security number, credit cards, and bank accounts. We watch over everything connected to you, including your passport, driver’s license, emails, phone numbers, medical IDs, and more. If we find anything, we will notify you right away. Unlimited Consultation with Experts. You’ll have unlimited access to identity theft specialists to ask questions, walk through steps to protect yourself, or review anything on your account. In the event of an identity theft emergency, we’re here to step in and help, 24/7. Get Your Identity Back; If you become a victim of identity theft, our licensed private investigators do whatever it takes for as long as it takes to restore your identity back to its pre-theft status. This is part of our Unlimited Service Guarantee!

LIFE INSURANCE -Term: Call for a quote.

LONG TERM CARE INSURANCE - LTCI is a key part of helping clients protect their assets in the case of one or more long term care events but can also help protect their autonomy – allowing for quality in-home care or more choices in nursing home care. Help your clients plan for long term care by determine the right fit for their budget and preferences.

FINANCIAL NEEDS ANALYSIS (FNA) - A confidential, customize blueprint that helps you build your financial stability from the ground up. This helps bring your current financial situation to light. It shows you where your finances stand today and what you need to do to prepare for tomorrow. In a half an hour an overview of five basic sections you will receive intel on debt solutions; saving for retirement, education funding, income protection, building your financial future. Debt Solutions: illustrates strategies for paying off credit cards, loans in the quickest, most efficient manner possible with little or no additional cash outlay. Saving for Retirement: Offers scenarios to show you how much money you need to set aside for retirement. Educating Funding: Projects actual costs for specific schools you select, then shows you several strategies for funding your children's education expenses. Income Protection: Offers a variety of strategies to ensure your family's financial future should you die prematurely. Building your financial Future: Pulls all your information together by outlying specific steps to put your plan into action.

FINANCIAL COACHING - Addressing the problems of no financial education, no game plan or coach. Cultivating a commonsense blueprint to the road of financial success by educating people how money works. To help clients find answers to their financial problems to overcome the most common financial challenges facing people today. Knowing when their FIN is (Financial Independence Number) Knowing the amount of money you'll need to accumulate, so that someday you can live off that money for the rest of your life and never have to go back to work. Working with a Financial Coach that educates you to provide a blueprint for becoming financially independent.