Financial Services

Financial Services

ITIN-Related FAQs

Turn to Us for Reliable Financial Services

When preparing for your family’s future, it’s important to cover your bases. Life insurance can be the foundation of financial security for you and your family. It can be the base upon which other insurance and investment decisions are built. 

We are all living longer and planning for a longer retirement is a critical step during our working years. With uncertainty over taxes and investments, retirement planning can be tricky. We can help you to learn how money works.

Do you have your estate planning in place? Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after your death.

What is will? What is trust? Do I need a will or trust? When do I need a will and trust? The answer is easy: Yes, you need and right now. 

Providing Prudent Financial Services Since 2004

We are focused on you and your needs, goals, and objectives. Our goal is to help individuals, families, and business and we do it by creating a strategy for you future aiming to reduce debt, save money, protect your valuables and help entrepreneurs reach their dreams.

Count on us to help you reach your financial goals for yourself and your family. How much money will you need to live after retirement, or after you lose your income? Facing scary questions like these don’t have to be frightening. We have the required market knowledge and strategies to help you reach your goal and pursue a future financial independence.

We can help you build a rewarding business as a profession. You don’t have to wait long to be your own boss and build a secure future of financial independence. The team of friendly professional at Smart Decision will help you do it. Click here for more details.

Let Us Help You With Estate Planning

Smart Decision offers premium estate planning package. What documents are included in the estate planning package: 
  • Will (including trusts for children/grandchildren)
  • Probate avoidance, revocable living trust
  • Power of Attorney
  • Living will / advance directives
  • Medical Power of Attorney and Health Care Surrogate
  • HIPAA authorization
By choosing us, you get:
  • Guide to funding your living trust
  • Access to Estate Planning Attorney Network
  • Personal ‘LifeVault’
  • Update and modify documents at no additional cost
  • Peace of Mind

Financial Foundation Educational Program

Getting your financial house in order isn’t always the easiest task. With our Financial Foundation Educational Program, you will learn how to:
  • Make money work better for you
  • Find and save more money
  • Understand investments and build wealth
  • Protect and preserve your money
  • Increase Cash Flow
  • Build a Strong Financial Foundation

How Much Does It Cost to Attend Our Workshops? Nothing!

Yes, we believe in education, understanding and empowering families, that we are currently offering our financial workshops completely complimentary. No catch. We’re positive that you, your family, your friends, and co-workers will benefit from our workshops and financial professionals. It’s just part of our mission and commitment to helping families save their future. Click here for more details.
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