We will work through the process to identify your needs, goals and strategy, and put your plan.
Wealth Management Consultant
Support you on wealth building for your personal and business needs
Our professionals will provide you with independent and custom-tailored investment analysis.
I offer Services That Work
The wise man therefore always holds in these matters to this principle of selections: He rejects pleasures to secure other greater pleasures, or else he endures pain to avoid worse pains.
If you are unfamiliar with the complexities of the financial world, you may not know where to start. As little as an hour I can guide and help you to start building a solid financial plan.
Specializes in promoting healthy workplace cultures through biometric screenings, health coaching, and comprehensive wellness programming.
ESTATE TAX PLANNING
Properly assessing and planning for the tax consequences that accompany the transfer of your wealth upon your passing is a crucial component of comprehensive estate planning.
WEALTH MANAGEMENT CONSULTING
is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning for one set fee
Is about managing your money so you can make the most of your retirement years. Your retirement plan should balance your needs, wants and the reality of your finances.
In a small business, this is usually the owner, the founders or perhaps a key employee or two. These are the people who are crucial to a business–the ones whose absence would sink the company. You need key man insurance on those people!
is an individual or a firm that is in the business of giving advice about securities to clients.
help you make wise choices regarding your wealth during all your different life stages.
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What My Client Say
Kudos to this young man.. A great person, an awesome friend and an excellent coach. I admire your passion, your humility to reach out and teach those in need in financial literacy. Your journey has just begun and its gonna be fun and exciting. Keep that desire burning!! God bless and more power.
Hi my dearest Ej! thank you for helping me throughout my financial journey. Thank you for the guidance and for sharing your knowledge on how to invest our money properly. For sharing your knowledge on how to easily adjust and take good care of our finances. I hope that you will continue to pursue in helping other people be aware on their capabilities to have a more successful life.
Kudos to EJ and his methods of sharing his knowledge and insights! I first met him during his one on one sessions sharing his knowledge and depth of insight with regards to the stock market. On top of that, he can give various advise / recommendations pertaining to the financial aspect of your life, depending on your stature. I honestly was impressed with the depth of knowledge that he has and his willingness to share his concepts to others, bringing others closer to their dreams of building a great financial foundation. He is one of the men that I I want to emulate, since I have also started my small group on sharing financial literacy to my friends and colleagues not so long ago. I hope I can be as successful as him someday, in God's time. Congratulations on your success, and i hope all of us in this group can follow your footsteps in the path to prosperity and a life full of abundance, so we can bless more people along the way. Cheers!
Buyer San Miguel Corp.
My ultimate Mission and Vision
I value teamwork, fairness, communication, competence, integrity, adaptability, and humor.