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Building Your Family’s Legacy, Together
Let us be your trusted advisors, helping you build a secure financial future, minimize tax liabilities, and empower the next generation to continue your family’s legacy.
LEARN MORE ABOUT TREE OF LIFEWe are here to help you plan your financial life.
OUR SERVICES
Achieve success in all facets of life with our comprehensive advisory services for entrepreneurs, professionals, and families.
Financial Planning
Map your financial journey. Achieve your goals with a personalized plan.
Estate & Tax Planning
Protect your legacy. Minimize taxes & ensure your wishes are met.
Real Estate & Mortgage
Secure funding for your dream home. Expert guidance for stress-free buying.
Business Funding
Turn your vision into reality. Secure the capital you need to thrive.
Insurance Planning
Peace of mind for you & your loved ones. Plan for the unexpected.
Investment Portfolio Planning
Grow your wealth strategically. Achieve your financial goals faster.
Legal Services
Expert guidance on your estate planning journey.
SWOT Financial Planning Session
Begin your financial planning journey with a one-hour session where we will explore your goals, as well as your Strengths, Weaknesses, Opportunities & Threats together.
This brainstorming session aims to identify all the ways we can help, areas of urgency and an idea of the path we will need to forge to reach your goals.
$249.99
OUR TEAM
Our comprehensive financial team, featuring financial planners, accountants, real estate attorneys, real estate and mortgage brokers, insurance brokers, and certified immigration paralegals, is dedicated to supporting your financial well-being and achieving your goals.
STRATEGIC PARTNERS
Cecilio Mujica Salas
CESC Legal Services
Amaury Alberto
Alberto & CO
Accountant
Accountant
Stephen Guerrero
Guerrero Law Group
Attorney
Attorney
Andrea Villavicencio
AV Taxes
Tax preparation & Bookkeeping
Tax preparation & Bookkeeping
Long-Term Success
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.
What Our Clients Are Saying
OUR VALUES
Experience You Can Trust
Our team boasts 10+ years of expertise, ensuring the best guidance for your family’s future.
Your Best Interest
Fiduciary advisors, we put your needs above all else, building a relationship of unwavering trust.
Committed to Growth:
We never stop learning, constantly updating our knowledge to serve you better.
FAQ´S
Financial Planning, Taxes & Portfolio Investment
Financial planning is a roadmap to achieve your financial goals. It considers your income, expenses, debts, and future aspirations to create a personalized strategy for saving, investing, and protecting your wealth.
Start by identifying your goals (retirement, education funding, etc.). Gather your financial documents (income statements, debts, investments). Consider meeting with a financial advisor to create a personalized plan.
There are fee-based advisors who charge a set fee or hourly rate, and commission-based advisors who earn commissions on products they sell. Look for a fiduciary advisor who prioritizes your interests.
Everyone should have a will to determine how your assets are distributed after death. It avoids probate court and ensures your wishes are followed.
Trusts can manage assets for beneficiaries, minimize probate costs, and potentially reduce estate taxes. Consider consulting an estate planning attorney to see if a trust is right for you.
Tax planning strategies can involve maximizing deductions and tax-advantaged accounts like IRAs and 401(k)s. Speak with a tax professional for personalized advice based on your specific situation.
There may be capital gains taxes on inherited assets if sold. Understanding the tax implications beforehand can help you make informed decisions.
Asset allocation is the diversification of your investments across different asset classes (stocks, bonds, cash) to manage risk and achieve your investment goals.
Regular rebalancing ensures your asset allocation stays aligned with your risk tolerance and investment goals. The frequency depends on market movements and your risk tolerance.
This depends on your investment knowledge and comfort level. A financial advisor can provide guidance, manage your portfolio, and help you navigate investment decisions.
OURS OFFICES
WESTON, FL
1825 Main St. Suite 13. Weston, FL 33326
Get Direction
DORAL, FL
3625 NW 82nd Ave. Suite J. Doral, FL 33166
Get Direction
NEW YORK CITY
85 Broad St. 27th Floor. New York, NY 10004
Get Direction
CONTACT
Take control of your financial future!
Get in touch today to schedule a no-cost consultation and pave the way for a more solid financial future.
+1 (917) 655 0450
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