It's time to make time for your future!
It's time to make time for your future!
Based on your priorities, we can either collaborate with the financial guides you already trust, or we can help you build a new team of experts, to brainstorm strategies that work specifically for you.
CPAs, Attorneys, Certified Financial Planners, Insurance Brokers, Realtors, Mortgage Brokers, etc. are just some of the allies we bring to the table to help you reach your goals.
We save you time and money by helping you eliminate conflicting advice & conflicts of interest.
Before we can help you make "tailored" financial decisions, it is important for us to learn about YOU.
What do you wish to do with your business?
Who and what do you wish to protect most?
What could get in the way of your plans?
Are you living the life you set out to live?
Our first session consists of a "SWOT Analysis" together to learn the answers to these questions and many more.
Big successes are an accumulation of small successes. You've got what it takes to make things happen, you've proven that already.
But are you giving too much of your hard-earned money away to Uncle Sam?
Are you worried that your financial matters are not as organized as they could be?
Are you getting dizzy from all the conflicting financial advice out there?
We will help you prioritize your future one session at a time & show you how to get to the finish line.
WESTON, FL
1825 Main St.
Suite 13
Weston, FL 33326
DORAL, FL
3625 NW 82nd Ave.
Suite J
Doral, FL 33166
NEW YORK CITY
85 Broad St.
27th Floor
New York, NY 10004
1825 Main Street, Weston, Florida 33326, United States
Tree of Life Financial Group
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