Financial Consulting

Our Financial consultants work with clients to develop individualized financial plans for savings, retirement, investments and insurance. We spend much of our time marketing their business and recruiting new clients. Many clients eventually become both certified in financial planning and licensed to sell financial products.

• Bookkeeping System set-up and write-up (Monthly, Quarterly, Annually)
• Accounting Services (Offered To Small Business Upon Request)
• Financial Statements
• Payroll Services and Deductions
• Tax Planning
• Audit Representation
• Business Valuation
• Estate and Trust Planning and Tax Preparation
• Cash Flow and Budgeting Analysis
• Personal Income Tax Solutions geared toward small or medium sized business owners
• Financial Aid - Assisting with Financial Aid to College

Life Insurance

Virtuous Financial & Tax Consulting LLC. offers Primerica Life Insurance on the life of a member of a partnership or upon an officer or stockholder in a corporation payable so as to finance purchase by surviving owners of the insured's interest after the insured dies.

• Financial Needs Analysis
• Term Life Insurance
• Investing For The Future
• Auto & Home Insurance
• Long Term Care Insurance
• Legal Protection
• Identity Theft Protection
• Primerica Debt Watchers

Business Management Services

At Virtuous Financial & Tax Consultant LLC. we specialize in the Organization and Coordination of the activities of a business in order to achieve defined objectives; consists of the interlocking functions of creating Corporate Policies and Organizing, Planning, Controlling, and Directing an organization's resources in order to achieve the objectives of that policy.

Financial Educational Services

(FES)

FES Protection Plan - Protect Your Financial Future. Unlock Limitless Opportunities by protecting and improving your financial future. The process of fixing poor credit standing that may have deteriorated for a variety of different reasons. Repairing credit standing may be as simple as disputing mistakes information with the credit agencies. We work with Equifax, TransUnion & Experian credit bureaus.

• FES Protection Plan - Protect Your Financial Future
• My Care Plan - Essentials for Life's Uncertainties
• LifeLock - Proactive Identity Theft Protection
• Secure Card - Build or Re-Build Credit
• Smart Credit - Credit Scores & Credit Monitoring
• Ultra Score - Understand Your Credit Report
• Rent Reporting - Build Your Credit with Rent

Investing Strategies

Our Systematic plan to allocate investable assets among investment choices such as Bonds, Certificates of Deposit, Commodities, Real Estate, Stocks or Shares, IRA, Roth Accounts, Mutual Funds etc. Bringing Life to your Retirement; Corporate Investment strategies specify funds required to achieve a competitive advantage, and the monetary results (profits) expected from such decisions.