Our Services

For over 53 years, WealthUSA, under the leadership of Osvaldo Morales has been providing financial services to individuals, professionals, and business owners. We design customized strategies to help clients create wealth, set lucrative goals, and plan for a rewarding retirement. Mr. Morales also helps families plan for the complicated educational planning.

• Retirement Planning
• Estate Planning
• Pension Planning
• Business Tax Planning
• Asset Protection
• Business Valuation
  
• Retirement Planning techniques using Leverage
• Leverage Planning Strategies to help you funding retirement, college funding, estate planning, and/or business needs such as Buy & Sell Agreements, Key Man coverage, Deferred Compensation, and any or all needs arising of doing business
• College Planning