WealthUSA, LLC and its professional staff assist individuals, business owners, and professionals by providing retirement planning, estate planning, asset protection, business succesion planning and college financial planning. We plan for both US citizens and foreign nationals. We also help individual and businesses on wealth accumulation, retirement distribution planning, business continuation planning, non-qualified deferred compensation, wills, trusts, and much more.
We work with high net worth individuals in USA, Central, South America, Mexico, Dominican Republic and the rest of the caribbean.
In addition, we provide the most sophisticated college funding planning strategies to help families pay for their children's education without having to deplete their retirement funds or without having to mortgage their homes. Please visit our college financial planning website: www.collegeprofessionaladvisors.com
We listen to our clients' needs and then design customized strategies utilizing financial products to help meet their goals and objectives.
Our process involves gathering facts, making observations and recommendations, then taking corrective actions. We deliver solutions that help our clients plan for retirement, preserve their estate for their love ones, and conserve their assets during their lifetimes.
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.