We'll Take Your Business To The Next Level

We specialize in educating individuals on Trusts and entity consulting services for individuals and small businesses.

all

about

Beginning my career in accounting and finance in 2004 amidst the Enron scandal, I gained extensive experience in various roles, from a Staff Accountant at a Baltimore investment firm to a Senior Reinsurance Accountant at an international insurance company. After a stint in Atlanta as a Statutory Accountant, I enhanced my expertise with an MBA and further studies, leading to a role at a major Medicare provider. Seeking a work-life balance, I shifted to advertising accounting, and eventually started my own tax preparation and consulting firm, catering to a diverse clientele including artists and celebrities. This professional journey, enriched by personal hobbies like reading and cooking, reflects a blend of corporate acumen and entrepreneurial spirit.

view offerings

portfolio creation

We offer a range of trust administration services, including the establishment of irrevocable trusts, spendthrift trusts, Medicaid asset protection trusts, and more. Our team will work with you to ensure your assets are properly protected and your wishes are carried out.

estate planning & asset protection creation

In addition to wills and trusts, we can help you create important documents such as financial powers of attorney, advance healthcare directives, and legacy letters to ensure your wishes are clearly communicated and your affairs are in order.

business formation

We offer a full suite of business formation services, including the establishment of LLCs, partnerships, S-Corps, and C-Corporations. Our team will guide you through the process, ensuring your new business is set up for success.

tap into your

Beneficial Ownership Reporting

Everything You Should Know Before Reporting To FINCEN!

Asset Protection Mastery

Navigating Trusts for Asset Protection: A Step-by-Step Guide for Families

SIGN UP AND SAVE

SUBSCRIBE TO GET SPECIAL OFFERS, FREE GIVEAWAYS, AND ONCE-IN-A-LIFETIME DEALS.

By submitting my contact information, I consent to receive emails or text messages from the company and agree to its terms and conditions. I understand that I can unsubscribe from these communications at any time.

© 2016 BALANCED PRO, LLC

Website Design

by VNCI VISUALZ

SIGN UP AND SAVE

SUBSCRIBE TO GET SPECIAL OFFERS, FREE GIVEAWAYS, AND ONCE-IN-A-LIFETIME DEALS.

By submitting my contact information, I consent to receive emails or text messages from the company and agree to its terms and conditions. I understand that I can unsubscribe from these communications at any time.

© 2016 BALANCED PRO, LLC

Website Design

by VNCI VISUALZ