Retirement

After a hard day's work, we look forward to a nice meal or to relax and unwind. That is exactly the same concept with a retirement plan. After working for so long, it's about time to get to that holiday vacation you've been wanting to do.
​
Retirement plan aims to prepare you by:

• Aggressive investments
• Investing on low risk stocks
• Long term savings
• Stress-free retirement income
• Medical insurance
• Annuity plan
• Pension plan
• Easy savings plan

Insurance

When considered in the context of a complete Financial Life Management plan, insurance not only offers peace of mind — but it can also play a significant role in your ongoing financial life. We can help you plan yours, with our experience and expertise — you're always on the safe side.
​
Here are some of our Insurance services:

• Life Insurance
• Health Insurance
• Accidental Insurance
• Dental and Vision Insurance
• Disability Protection
• Living Benefits
• Long Term Care

Estate Planning

Estate planning is making a plan in advance and naming whom you want to receive the things in the event of your passing. It ensures your wishes are carried out and depending on your decisions, you can designate which is suitable to receive one or two of your belongings.
​
Estate Planning does:

• Include instructions for passing your values
• Advance directives
• Minimize taxes, court costs, and unnecessary legal fees
• Power of attorney
• Wills
• Trusts
• Estate planning does not have to be expensive

​Have questions?
Schedule an appointment now and change your family's future

Change your future now

Corporate Taxes

Filing for your corporate or business taxes might take up more of your time than you planned to, not to mention the legal fees, your book keeper and accountant might add up to. We can help you with this obligation fast, hassle free and cost effectively. At the end of the day, having to tend to your obligation, not undergoing through the hassle and saving money is like hitting three birds with one stone

Things to consider why let us take care of it

• Quick
• Reliable
• Hassle free
• Professional filling
• Accurate
• Cost effective

Commercial Lending Solutions

If you own a business and you want to scale up your production, but you lack capital to fund your growth - then we might have the perfect solution to your problem. With our resources we can provide with fast approval, high loan appraisal and low interest rates.
​
Our lending solutions have:

• Quick approval period
• High loan appraisal
• Low interest rates
• Fast funding
• Fast processing time
• High approval rate
• Credible providers

Credit Repair

Credit repair services work by helping to remove negative items from your credit report such as late payments, liens, foreclosures, repossessions, and more. But finding the best credit repair service seems like an overwhelming task. With so many companies to choose from, how can you really know who to trust? That's where we can help!

Here's how we can help you:

• Offers 24/7 Credit Monitoring and Alerts
• Disputes Up To 15 Items on Your Credit Report Per Month
• Consultation & Case Evaluation sessions
• Fast service
• Trust worthy
• Credible
• Competent

"It's not about you! It's about how many people can you add VALUE"

- Annette Perez CEO Anez Capital Group