Our main clients are doctors, business professionals and business owners. We are experts in implementing the following for you. Our team is comprised of Tax Professionals, Financial Advisors, Estate Planning Attorneys and CPA's. ✅ Life Insurance ✅ Annuities ✅ Defined Benefit Plans ✅ Profit Sharing ✅ 401K ✅ IRA Rollovers ✅ Tax Planning ✅ Retirement Planning ✅ College Planning ✅ Key Man Insurance ✅ Disability Insurance ✅ Buy/Sell Agreements ✅ Executive Bonus Plans ✅ Term and Permanent Life Insurance ✅ Long Term Care Working with us is easy. Here's what you need to do: 👉 Go to https://calendly.com/maryamrasouli/30minzoom 👉 Pick the time and date and show up to the Zoom meeting 👉 I will go over all of your questions and will guide you to your next step to create a plan that meets your goals.
