Meet Yazmin, a single 31 year old. She owns a digital marketing agency with 5 employees. Her company is expanding fast, and is expected to reach a revenue of $750K this year. She was the first in her family to go to college, and own a business. Yazmin has always been good with saving and managing her money. In fact, she has saved over $50K, and has minimal debt. However, she needs help planning for her future in terms of investment options and retirement.

How We Can Help?

• Comprehensive Financial Planning

• Business Cash Flow, Budgeting and Succession Planning

• Investment Portfolio Recommendations