Financial Planning
What’s included:
Our Financial Planning Services provide personalized guidance based on CFP Board standards. We start by understanding your financial situation and goals, followed by a detailed analysis of your assets, income, and expenses. Using this, we craft a tailored plan covering budgeting, retirement, investments, tax strategies, insurance, and estate planning. We offer clear, actionable recommendations and support implementation, ensuring your financial plan works for you. With ongoing monitoring and adjustments, we keep your plan aligned with your changing needs. Gain clarity, confidence, and a roadmap to financial freedom with our expert planning services.
Financial Coaching
What’s included:
Get your personalized debt-free plan with Financial Coaching sessions.
Work with an expert coach for 30 days or up to 3 months. A great start when you are earning an income and are ready to commit to a process of maximizing your income for future, long-term gain.
Mortgage Financing
What’s included:
Our Mortgage Financing Services offer personalized solutions to help you achieve homeownership with ease. We guide you through the entire process, from pre-approval to closing, ensuring you understand your options and choose the best loan for your needs. Our services include access to competitive rates, flexible terms, and expert advice on down payments, interest rates, and monthly budgeting. Whether you’re buying your first home, refinancing, or investing, we are committed to simplifying the process and providing the support you need to make informed decisions.
Investment Planning
What’s included:
Our Investment Management Planning services are designed to help you grow and protect your wealth. We provide personalized strategies based on your financial goals, risk tolerance, and time horizon. Our experts guide you in building a diversified portfolio, optimizing returns while managing risk. With ongoing monitoring and adjustments, we ensure your investments stay aligned with market changes and your evolving needs. Whether you're saving for retirement, funding education, or building wealth, our tailored solutions provide clarity, confidence, and long-term growth.
Estate Planning
What’s included:
Our Estate Planning services help you protect your assets and ensure a smooth transfer of wealth to your loved ones. We assist in creating wills, trusts, powers of attorney, and other essential documents tailored to your needs. Our experts work with you to minimize taxes, avoid probate, and ensure your wishes are carried out. With personalized guidance, we help you plan for the future, safeguard your legacy, and provide peace of mind for you and your family.
Company Formation
What’s included:
Incorporation services streamline the legal establishment of your business while ensuring compliance with local regulations. Key offerings include registering domestic companies, partnerships, sole proprietorships, and non-profits, along with name registration, document preparation, and licensing. Services also cover tax compliance, bank account setup, director/shareholder appointments, and nominee services. Ongoing support includes filing annual returns, maintaining records, and corporate secretarial services. With a focus on ease of doing business, these services simplify setup, enhance operational efficiency, and ensure your business is ready to thrive in its jurisdiction.
Tax Services
What’s included:
Our Tax Services provide comprehensive solutions to simplify your tax obligations. We specialize in business license applications, VAT filings, NIB compliance, tax certificates, and customs filings. Our team ensures accuracy, compliance with regulations, and strategies to optimize your tax position. Whether you're a business owner or an individual, we offer expert guidance to minimize risks and maximize efficiency. Trust us to handle the complexities, so you can focus on what matters most.
Business Planning & Capital Raising
What’s included:
Our Business Planning & Capital Raising Services provide comprehensive solutions that help entrepreneurs prepare for fundraising with services like business plans, financial projections, market research, turnaround consulting, and Bahamian market entry strategies. With expert support and over $4.3B raised, they guide clients to success in business growth and capital acquisition.
College Planning Services
-
International GED Classes
GED Classes in the Bahamas. You are employed and have goals that you want to achieve for yourself and your family but you require guidance on the best tools and methods to achieve those goals.
-
SAT Prep Classes
We teach you how to prepare for the SAT. Work with one of the best Scholarship Specialist in the country to get help securing a scholarship in the UK, Canada, USA or Australia.
-
College Planning
Our College Planning services help you prepare for the cost of higher education. We provide personalized strategies to save, invest, and maximize financial aid opportunities, ensuring your goals are achievable whiles navigate the journey to college without financial stress
-
College Investment Plan
Our College Investing Planning services focus on building a financial strategy to fund education. We help you choose the right investment options to grow savings and achieve your educational goals efficiently
Corporate Financial Speaking
Need a financial expert to cover topics such as investing, personal finances, financial literacy for adults or children? Send us an email with more details on the event and we will get back to you.