Stay FAR AWAY From this business. This is a FRAUDLENT business. They are the top gas lighter in…read morethis city. They had MY tax information for OVER 8 MONTHS. Didn't DO ANYTHING just lies and yet I am still waiting for the magic of their work to be fulfilled. Services started back in September 2025 and its now March 2026 and NOTHING has been processed. But he collected my money over $3,165 Every month its consistent make-believe updates about my taxes and case. Every month I have to be the proactive one to ask about my status. This company takes zero responsibility or accountability for their actions. Very unorganized and promises the world of what they will do for you. But this company surely can't be trusted. I have over 8 months of evidence and I plan to conduct further legal matters with this case. Because not only do they have my personal information I am uncertain what they would do with it. I know have zero trust for this company and neither should you. I don't ever want anyone to go through this. You have been fully warned.

From the owner: We are the primary firm that will handle all your financial planning needs, including taxes,…read moreinsurance, and wealth management. We work with assets ranging from 5k to 10MM. We have a vast network. We also work with seniors and Medicare-eligible clients. We work with those who need ACA medical assistance, Entrepreneurial Development, and Legacy Empowerment. We also offer a network for pet insurance.