Doing your financial planning has never been so simple.
We are thrilled to join forces with IT360 Financial to bring you a host of benefits, providing personalized financial planning and tailored solutions that empower you to achieve your financial goals with confidence.
With IT360 Financial, you get access to an experienced team including:
- Certified Financial Planners
- Insurance and investment financial advisors
Complete assessment of your current corporation and personal situation.
It all begins with your discovery session where we learn about your objectives and concerns. We then provide you with your customized fnancial strategies report generated by our proprietary fnancial tool.
Turnkey Service Offer Designed for Independent Contractors
- Tax Optimizer
- Retirement Planning
- Corporate Investment Policy
- Risk Management
- Disability Coverage
- Innovative Tax Advantaged Strategies
What is included in our exclusive program?
- Free Incorporation Services
- Accounting Services
- General Liability, Errors & Omissions and Disability Insurance for Incorporated Professionals
- Medical and Dental Coverage
- Payroll Services
- Mortgage Services