Our service is top notch because we are able to offer everything under one roof. Please feel free to schedule a free evaluation with no obligation. We guarantee your satisfaction.
Integrated Real Estate and Tax Planning
One of our company’s fundamental concepts is that it is crucial to make sure that real estate and mortgage decisions are made with proper tax advice. That is why we are in both businesses. Do you want to sign a listing agreement to sell your investment property before you know the tax consequences? Do you want to sign up for a several hundred thousand dollar loan commitment without knowing exactly how it benefits you? Do not allow yourself to be sold by a salesperson! Emotions and a sales pitch have no place in the biggest financial decisions of your life. Does that loan officer at the bank know if your line of credit interest is within IRS deductibility limits? At Financial Solutions, we provide hard facts to back up our recommendations. Our reputation depends on it!
Family Arrangements
If you have property moving between family members or inheritance questions, we can clear up many issues without involving an expensive attorney or we can serve as an efficient liaison between you and an attorney. We also produce written agreements and all supporting paperwork for any financial arrangements between family and friends.
General and Business
We advise on business entity choice and incorporate businesses or set up partnerships and LLC’s. We also provide businesses with custom-written contracts to put your important agreements on paper.
If you cannot seem to find help for out-of-the-ordinary problems or complex situations, try us risk-free. Evaluations are free of charge for up to a half hour.