PERSONAL FINANCIAL COACHING

What We Focus On

Discussing the Numbers

INCOME PROTECTION

We will help you create a Personalized plan for specific needs.

What will happen to your family if there was a reduction or a loss in family income.

We assist in evaluating your various insurance plans and we will provide a report that shows you the financial exposure to your family.

A) Healthcare Exposure

B) Disability Exposure

C) Life Insurance Exposure

D) Your Homes 

E) Your Autos

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BUDGETING & SAVINGS

Are you running out of money before the month  is over?

Franco Accounting and Tax Services, Inc. provides clients with customized port the shows how the family is pending their  paychecks. We will also assist in creating a plan to save 3 to 6 month of living expenses - AN EMERGENCY FUND!

Documents and Blurred Business Men
Making Notes

RETIREMENT PLANNING AND COLLEGE PLANNING

How much of your hard earned dollars will you have by age 67?
Will your child have a fighting chance at a secure financial future?

Franco Accounting and Tax Services, Inc. cares about your personal financial future. We will assist you review your current Retirement position.
Is your current 401k or IRAs working for you. We find that many retirement plans are poorly managed because the client had poor coaching.
For your children, let us show how your child  can attain the best education available. Private Elementary, Middle, High School and  College.

OTHER SERVICES

Via Our Business Partners

Franco Accounting and Tax Services, Inc. provides its clients other series form a list of providers
A) Home Owners Insurance
B) Auto Insurance
C) Business Liability Insurance
D) Professional Liability Insurance
E) Mortgages
F) Business Financing
G) Notary Services

Discussing the Numbers
 

Address

6266 S Congress Ave
Lake Worth, Palm Beach County 33462
USA

Contact

Office: (561) 921-1731

Fax: (888) 599 - 3016

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