Our Services

We provide a wide range of services

Taxation

Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability.

Business Planning

Business planning focuses on issues specific to business owners and shareholders. For most business owners, the business is their most significant asset

Risk Management

Risk management is intended to manage financial and other losses potentially associated with risks to your assets, business, or health.

Who Are We?

Finance Biz is one of the world’s leading financial consulting firms. We work with clients to help them have a thorough look about their financial situations, make better decisions, get those decisions translated quickly into actions and sustain the momentum into the future.

For 20 years, we have worked passionately to bring the best services to clients. Our single discipline is putting client needs at the center of everything we do.

Frequently Asked Questions

Only after we have a firm understanding of your needs and goals, compensation for our services can take on one of these four forms:
* Fee – Fee for the engagement. This could be a flat fee or an hourly fee.
* Fee arrangement – Management fee based upon your assets.
* Commission – if there were a particular product that fit your situation, we would be able to implement a product where the product company compensates us.
* Hybrid – Combination approach
Each implementation strategy has its benefits and its draw backs. The key catalyst for making a decision is based on your situation.

It depends.
* Some people seek financial planning when a material life changing event has occurred or is expected to occur. Such events could be: Marriage, retirement, college planning, a death in the family, divorce, or the birth or adoption of a child.
* Sometimes, people need financial planning guidance when they are evaluating the financial merits of changing jobs, buying or selling a business, or purchasing a new home.
* Financial Planning can be extended to business owners as they seek to evaluate their current or prospective retirement plans, executive compensation, succession planning, or employee education.
* Others choose to create a retainer arrangement to have various financial planning services for their situation on an ongoing basis.

Client: Now, more than ever, a client wants ‘‘peace of mind’’ when it comes to the safety of financial assets.
Financial Professional: A registered representative is an independent business owner who provides financial guidance to their clients and is typically paid a commission when you purchase a financial product. An Investment Advisor Representative (IAR) is an independent business owner who provides financial guidance to their clients and is generally paid a fee for either managing assets, giving advice, or both.
Investment Firm: A broker-dealer processes the commission business of registered representatives licensed with the firm and holds responsibility for regulatory compliance and adherence to securities laws. A Registered Investment Adviser (RIA) processes the fee-based business of IARs licensed with the firm and holds responsibility for regulatory compliance and adherence to securities laws.
Custodian: Pershing LLC, National Financial Services, LLC, and select firms provide the trade execution, clearing, custody, and other services for securities and related transactions.
Your Investments: Mutual funds, managed accounts, stocks, bonds, etc.

FinanceBiz - Your key to success

We know exactly what you would need from a finance theme and apply them to FinanceBiz.

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Employees

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Cases completed

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Testimonials

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