Enhance client's financial well-being, success, security, & happiness.
Depending on data set(s) and unique customer dimension(s) accomplish short & long-term goals.
•Address complex projects, manage risk, & other elements. Elevate integrated financial, estate, & tax planning.
Review and recommend solutions, while continuing to elevate services.
Enrolled agent tax practitioner with the IRS,
please visit https://thervo.com/pros/profile.
Trusted advisor, ACPMA instructor, accredited financial counselor with multi-licenses, certifications, degrees, credentials, & designations.
Previous projects include property management, contracts, procurement, acquisitions, real estate, quality assurance, and facilities project management.
DSB offering holistic approach in professional services.
Comprehensive authoritative knowledge and skill in the integrated taxation, tax planning and preparation, emphasis on financial coaching at the safety and comfort of your home.
What's your most concern right now?
Have you taken all the steps to prepare?
How confident are you of the future?
From a scale of 1 to 10, 1 is low & 10 is high, how do feel about your financial situation right now?
Do you recognize you need help?
Would you like to be in a better place?
Elevating financial strategy(s)with smart solutions coming along side to help with client's happiness and financial well- being.
Through innovation, lifelong learning, continuous improvement. Attract, trigger interest, adapt to change, sustain growth, exceed each client expectations, by providing consistent outstanding client experience.
Professional services as an important resource for knowledge, information, advice, & recommendation:
1. Personal finance solution(s) may include but not limited to Life insurance, Annuities, living benefits, Tax sensitive investments, Mortgage lending, Tax planning, Preparation, Retirement planning, Living trust & Estate planning.
2. Business finance solution(s) may include but not limited to Business consulting integrated tax approach with Operations, Finance, Accounting, HR, Sales, Marketing, Employee benefits.
3. Accredited financial counselor, Money management, Debt management, Savings & Retirement, Credit management, unemployment, & managing financial risk.
Periodically enhance core values to keep clients coming back through deep, meaningful, strategic long-term relationships.
I consider my clients, family! and family is what it's all about.
Client centric, needs-based approach, positioning & differentiating, dialed in to elevate consistent client experience.
Assess the problem(s), use good judgement & arrive with the concluding recommendation(s) enhancing personal finance & business finance services.
Continuous improvement skills in planning, analysis, and problem solving through project management, financial coaching, integrated holistic solutions in alignment with client's short & long-term goals.
Vision is to deliver best value and sustainable growth, meeting clients where they are and more important where they want to be.
Enjoy success today with peace of mind. With a better future and a brighter tomorrow. Together stronger, many parts, but we are one.