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Tax Preparation services:

  • Prepare Federal and state income tax returns for Sole Proprietors and individual income taxpayers.

  • Prepare Corporate and Estate tax returns

  • Review Tax Returns and analyze income and expenses

  • Amend tax returns

  • Provide tax consulting services over the phone and in person

  • Tax Planning

Income Protection, Retirement planning, and Wealth Building:

   Assisting clients to position their finances in way to build wealth for their future. Implement strategies where cash flow generated can be exempt from Federal Income Taxes under the Internal Revenue Code. We do this by using the current tax code.

  • Life Insurance (term, Permanent, and Return of Premium)

  • Annuities

  • Final Expense Policy

  • 401(K) Rollovers , IRA's, SEP IRA's

  • Set Up and Establish the correct Entity for your business... LLC, S-corp, C-corp

Mortgage Lending:

AGE Financial Services has teamed up with a great Mortgage Company to assist with Refinances and Purchases. Please contact us to discuss your options because choosing the wrong loan could cost you thousands at Tax time. ​

  • Conventional Loan Programs for Low Income

  • Beat the Big Banks Fees and Rates!

  • VA Streamlines and Zero Down Payment Purchase

  • FHA Streamlines and Products for Elite Credit

  • Broker that shops for the Best Rate

  • Refinance - Purchase

Wills & Trusts: Estate Planning

There are  many advantages to establishing a living trust.

First and foremost, you want to avoid probate. If you die without a will (intestate) or with a will but no living trust, your property must be probated. Probate is a process whereby the court supervises the administration of your estate, i.e., decides to whom your property will pass either through a will or by the laws of intestate succession. As anyone who has experienced it will tell you, probate can be a nightmare. It is time consuming and expensive. The probate process is also a matter of public record so anyone can be privy to your affairs.

A living trust is a great way to avoid probate. Basically, you transfer your assets to the trust while you are alive and make yourselves (or someone you trust) the trustees of the trust. The trustees then administer the assets of the trust while you are alive pursuant to your wishes and then continue to administer these assets after your death. As a result, when you die, ideally, there is nothing in your name to probate.

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