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What Do These Services Mean To You?

& How These Services May Be Useful For You.

financial workshops

Financial workshops are a great way to learn about important information regarding various financial concerns one may have financial situations they are encountering. Financial workshops are a wonderful way to explore your options and take advantage of crucial advice and tools offered by financial experts. There are an array of topics available for discussion and application for your personal benefit, covering budgeting, life, health and auto insurance, personal and commercial investments, real estate, retirement planning and creating a living trust for the transfer of owned assets, also starting or managing a business, etc. Walk out of these amazing workshops feeling empowered and knowledgeable, ready to use all the wonderful information and resources given to you to help you take charge of your financial circumstances and goals. 

Register now and experience the True Wealth Workshop 

Budgeting

budgeting

Goals! Goals! Goals! Budgeting is all about having goals. Why? Because proper management will help you achieve your goals by giving purpose and direction to the way you choose to spend your money, especially when you can see where most of your money is going from past spending activities. Have you been spending more or saving more? Is your spending in support of your personal goals, or have you been deviating from your original plan. Regardless of the goals: retirement, education, vacation, owning a boat, starting a business or family, buying a home or car, big or small spending goal, a budget sheet can be provided to you to get you off to the right start and see where you stand with the earnings and allocations of your dollars. Also, when writing out the numbers for your budget, consider calculating your income to expense or savings ratio, to determine the percentage of your earnings that is allocated towards each expense or savings goals and if you are in the recommended ratio suggested by professional advisors or your personal advisor.

credit repair 2

credit repair and consolidation services

Credit Repair is also another service which focuses on the need for having a goal. The Goal. Well, if your intentions are to borrow money-the goal, it would be in your best interest to have a good track record of making timely payments, proper use of your spending with credit cards, and of course, your ability to pay back what you have borrowed. There special cases where good credit is necessary, besides buying a home or car, such as buying life insurance and seeking employment where the employer take into consideration an interviewee's credit history. If you have found yourself in a position where your credit score and history isn't up to the standards that most lenders would prefer, seek help now. We can help you with repairing your credit, or speaking with a credit consolidation professional to assist you with rebuilding your financial situation and avoiding bankruptcy as the first option. Obtain a fresh start and gain the ability to take charge of your finances again, while appreciating better goals and gaining a better perspective for the use of credit and properly managing your financial responsibilities. Let us help you find the right credit repair company for you.

accounting

accounting & bookkeeping

Daunting. Boring. Mundane. Dreading. Time Consuming. Yes, the list of negative feelings can go on forever when thinking about recording all the transactions incurred throughout each working day. Whether you have to prepare to pay monthly or annual taxes for personal or commercial assets, or wanting to know where you stand analytically for your personal or business financial position, are valid reasons why accounting and bookkeeping are important. You are the business owner, you are the home owner or land owner, etc. Caring about where your cash is going and to whom is very important. Besides, why pay more tax than need be. Why allow your earnings to be spent needlessly on nonperforming assets and useless inventory and activities. As mundane as bookkeeping and accounting may appear to be, having an accountant by your side can give meaning to what's really going on with your finances, assets and liabilities; more importantly, how these daily transactions are affecting your financial stability.

notary

public notary services

To make important documents legal and binding, especially involving the transfer of assets and wealth, may require a third party to witness and confirm the signature of one or all parties involved, especially where one of the original parties cannot witness the signature or personally meet one of the original party member(s). Have your papers signed by a trusted notary today. There are several notaries in your area, inside an accounting or other finance services office,  auto or life insurance office, mailbox and package delivery office. You may even go to the nearest bank, beware their prices are lofty.

tag and title

tag & title services

Are you buying or selling your personal vehicle? Are you a dealer selling or buying a vehicle such as a car, truck, RV, commercial vehicle, or a boat? Names of seller and buyer must be properly registered and fees must be paid to Florida Highway and Patrol. Obtain a list of requirements needed to make your acquisition and transfer of ownership a success. Feel free to visit your state's official website or simply give them a phone call. If you are an auto dealer, and don't have time to deliver your documents to the tag agency. We can help you with our courier services and even ensure to our best that your packets include the necessary signatures and documents needed by the state in order to make your transaction a success.

bill payment

bill payment

Businesses that offer bill payment services, make paying your utility bill a convenient option to pay your bills. Sometimes, going to the actual location of the energy or cable provider isn't a convenient option. Perhaps, you forgot your bill was due so soon, and you have  only today to pay for it. Maybe you don't have a bank account to enjoy the convenience of online bill payment, debit and credit card payment options.  Local businesses within your living or work area, such as financial institutions and the neighborhood nearby convenience store offer you the option to pay your utility bills in a timely. Thank goodness for that convenience. It's a bad day if the lights or water is turned off.

retirement

retirement and investment planning

Retirement planning and investing goals is one of the most crucial activities a person can incorporate in their financial plans. It says a lot about a person who understands that they have to provide for their future needs, and understanding how diversification and the power of compounded interest can help them achieve their financial goals. Starting an investment plan, whether by starting a business or investing in stocks and mutual funds, as soon as possible and as soon as your earnings enable you to do so is a great way to  build additional reserves to pay for not only your future needs in retirement, but also for your family's needs, such as education, financial protection for the surviving loved ones, or even to have money available to support and sustain your business. These needs and wants are various and unique to your situation and desires, please speak with a certified financial advisor or business professional expert, insurance and investment adviser who can assist you with developing a plan befitting your goals.

tax prep

tax preparation services

Are you an employee for a company, self-employed, entrepreneur, investor, and are you selling services and products? Chances are, you have paid taxes to the local municipal, state and federal government. Growing up in America, we come to learn that a percentage of our earnings are paid to the government, for the social and economic improvement and benefit of society. Speak with a tax preparation agency, accountant and tax law professional that can assist you with filing your taxes, reporting your earnings or losses, what you owe in taxes, or what amount of overpaid taxes and credits will be given back to you. Find out how you can reduce the amount of taxes you pay and keep more of your earnings for your personal benefit.

auto and home

Auto & Home Buying Preparation 

It's a beautiful feeling when pursuing life long goals you desire are achieved, such as buying a home, a car, and starting a business, what ever it may be. Receive information and resources posted by IATW or other professionals, that can prepare you for your major purchases, such as owning a home, investment property, a car, and life insurance. It's important to do your research in order to help you understand the emotional, mental and financial consequences of your decisions, and what to look out for during the researching, acquisition, and maintenance phase of your purchase.  There are pros and cons to your options. Become knowledgeable about the effects your choices will have in ever area of your life before you choose to make your commitments. The goal is to avoid buyer's remorse after a major purchase. While one cannot control every detail of life's experiences and unexpected changes, becoming aware about potential outcomes and scenarios of your targeted goal, can help reduce panic and anxiety, whether you are preparing for this major purchase, or are already involved in a commitment.

life auto health

life, auto, health insurance

If you don't have the savings in your bank account or pockets to cover the cost of certain products and services, chances are you will need insurance or need to borrow the money from friends and family. However, you will stand a better chance investing in an insurance policy, if your family and friends financial position is as humble as yours. Unexpected expenses can be costly and can come at the most inopportune time, like when all of your others bills are due at the same time.  There are various needs for the use of insurance, such as personal (life,auto,health), or protection against the lose or damage of commercial properties and parts, unique situations and assets. Having insurance is a great plan to include in your budget, while you are building cash reserves. The responsibility of taking care of your immediate family and business belongs to you. Beware, there are different types of life insurance policies, such as accidental, whole life, permanent and temporary. Many insurance policies offer riders and other benefits to their policies to make them more attractive and to give you more value for your dollar. Call now to speak with an insurance representative who can help you with finding the right policy that meet your needs and goals. Remember to take on the responsibility to do your due diligence and research various companies and policies. All policies must be carefully scrutinized.

financial consultation

financial consultation

Your life matters and so does your money. Perhaps, you have questions galore about the proper use of managing your money, having the right financial goals, or wanting to know where is a great start to earning extra money. Maybe you are wondering if you have the right priorities at all regarding the use of your money. Small or big concern, call now to speak with a licensed financial adviser. We are ready to help you get in contact with the right licensed professional to help you with your specific needs, situations, and goals.

business start up

business start up and preparation

Have a business? Or, pursuing to start a business and you just want to make sure you know what you need to consider when starting or managing a business. There are a galore of resources available to guide you, from business magazines, experienced business owners, workshops, and business centers that focuses on helping individuals with a business plan. These resources and specialized advisors are available to help you operate a sound business, from tax and business law, accounting, real estate, insurance, or other business related concentration.

Will trust estate

Wills, Trust and Estate Planning

Sadly, after the passing of a loved one, assets such as a house, vehicle, land, savings, and a business are not properly transferred to the desired recipient of that loved one. That deceased loved one may have intended to express in a will what his or her wishes were for the care of these assets, but never got around to it. Maybe there was a Will (a written expression of who will take new ownership of current assets of the deceased), but due to complex circumstances, marital status, children, business set-ups and partnerships, a will may not suffice for legally transferring your legacy to the desired beneficiary. That decision may be left up to the judge to decide after much litigation, who gets what and how much. Speak with a certified financial advisor or lawyer about utilizing a living trust document in your Estate (intangible and tangible assets) planning to manage and properly transfer ownership to desired beneficiaries, settle or avoid tax issues that may occur for owned properties, also to properly protect your assets against unwanted taxes and law suits, along with other significant and complex circumstances regarding your personal and financial situation. Seek out an advisor that is very knowledgeable about developing a trust and estate plan suitable for your needs and wants.

personal development

persona development

IATW offer resources, contacts and network with other experts who can help you with other concerns you have not related to money, such as addressing and nurturing your emotional, social, mental aspects of your life. How are these other parts of your life affecting who you are, and affecting others in your life. The founder of IATW believes that other social and personal needs are equally as important as making and having more money. Furthermore, that one's personal and social needs, which may vary and are unique may or may not directly affect their ability to find work, earn as much as they desire, or believe in themselves to pursue their goals. Money is of great value, but so is attitude. Having money to buy needs, wants, and desires, is success, and so is experiencing joy, laughter, happiness, high self-esteem, confidence, and earning and demanding respect from and of others. IATW  believes one should become aware of the different aspects of their lives, address those needs, and nurture the soul in a good wholesome way. Learn of different workshops, social skills and programs, educational resources that may be available in your neighborhood for your personal growth. Take initiative, seek resources and answers to assist with your personal developmental growth. You're more complex, intelligent, and resourceful than you may realize.

Register now and experience the True Wealth Workshop for yourself, and with friends, family, employees, and colleagues.

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