What is Financial Planning?
Financial planning is the long-term process of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life. Remember, financial planning is a process, not a product.
Create a Sound Financial Plan
Step 1
Establish Goals
Step 2
Gather Data
Step 3
Analyze & Evaluate Your Financial Status
Step 4
Develop a Plan
Step 5
Implement the Plan
Step 6
Monitor the Plan & Make Necessary Adjustments
Everyone has questions. No matter where you are in the process, we're here to help.
Is your family protected, no matter your age or health, we can help!
Wealthbuilder Live uses proven financial strategies to help American homeowners achieve their financial goals. Our Wealthbuilder Live program helps you own your home in less than half the time by using common practices used by fortune 500 companies, as well as forecasting future value for your investment accounts.
An average Accuwealth customer will pay their mortgage off in 6-15 years- with little or no change to their spending habits and without increasing their monthly payments. A mortgage-free and a secure future is just around the corner!
There is never a bad time to start building for your retirement and the next generation.
Save money with a lower mortgage rate
Save money with a shorter term
Save money by consolidating your debt
Earn a 10% bonus for rolling over your annuity
Lock in your profits with an indexed annuity
Secure your profits for an easy retirement
Term insurance for less than $35 per month
With Permanent, you will have forever and earn cash along the way
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We have over 5 Ex-IRS Agents on staff who perform our tax preparation and negotiation.
Our tax services include:
Personal & Business
1040, 1099, 940, 941, etc.
Online Enrollment
National Association of Enrolled Agents
The National Association of Enrolled Agents (NAEA) is the professional society representing Enrolled Agents (EAs), which number some 40,000 nationwide. Its 11,000 members are licensed by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service (IRS), including examination, collection and appeals functions. While the Enrolled Agent license was created in 1884 and has a long and storied past, today’s EAs are the only tax professionals tested by IRS on their knowledge of tax law and regulations. They provide tax preparation, representation, tax planning and other financial services to millions of individual and business taxpayers. EAs adhere to a code of ethics and professional conduct and are required by IRS to take Continuing Professional Education. Like attorneys and Certified Public Accountants, Enrolled Agents are governed by Treasury Circular 230 in their practice before the IRS.
To learn more, please visit www.naea.org .
Sales Agents
We are currently hiring nationwide sales agents to sell our wealth building software, Wealthbuilder Live.
We are currently hiring nationwide sales agents for business to business sales of merchant processing.
Get cash today with a cash advance against future receivables
Build your business with a company you trust
Products and Services
Merchant Services
Insurance
Credit Cards
#1 for Credit Card Processing Services
WHAT MAKES US #1?
•Comprehensive credit card processing services for all sizes of businesses
•Best merchant pricing; no hidden fees
•Set up merchant account in as little as 24 hours
•Find the perfect processing solution at competitive prices with our widest selection of equipment
•Dedicated, quality, in-house customer service & technical support
•Free analysis of competitive quotes or statements
We will give you $500 if we can't beat your current credit card processing rate!*
AccuWealth Financial Services, LLC is a registered ISO for Capital Bankcard whose registered with the following banks: US Bank-Minneapolis MN, HSBC Bank USA, National Association Buffalo, NY, and Wells Fargo Bank, N.A.-Walnut Creek CA.
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