You are booking an Initial Loan Consultation with My Mortgage Professionals. This can be done over the phone, via Video Conference or in person. This is when we have an initial chat about what it is you want to achieve and how we can help. We will gather some basic personal information like your full name, email address, etc. If we decide to continue with the loan application process, you will start to receive emails containing important information and actions to be taken. We look forward to speaking with you.

You are booking a Loan Interview with My Mortgage Professionals. This can be done via Video Conference or in person. This is when we talk about your needs and objectives. Educate you on the finance market and terminologies. Explain the process to be followed and how lenders operate. At the end of our meeting, you will understand exactly what to expect and how we will proceed.

You are booking a Recommendation Presentation with My Mortgage Professionals. This can be done via Video Conference or in person. This is when we present our loan recommendation following our initial discussion, loan interview and research into loan products that fit your needs and objectives. We will decide together how we proceed.

Individual Tax Return - straight forward tax return, ie PAYG Summary, bank interest and deductions

When it comes to making decisions, conducting a needs analysis is vital. It helps us understand the gap between our current situation and our desired outcome, enabling us to identify the necessary steps to bridge that gap. Whether it's in business, education, or personal growth, a needs analysis provides valuable insights that lead to effective solutions. So, let’s take the time to assess your needs and watch as your path to success becomes clearer. #NeedsAnalysis #DecisionMaking #Success

Considering transferring your 401k or other investments to an annuity? It could be a wise move for your retirement planning. An annuity offers a guaranteed income stream, ensuring financial stability during your golden years. Plus, it provides tax advantages and the potential for growth. However, it's essential to weigh the pros and cons carefully before making the switch. Consult with a financial professional to determine if an annuity aligns with your long-term goals. Secure your future with a well-informed decision. #retirementplanning #annuity #financialsecurity

Life insurance is a crucial financial safety net that everyone should consider. It provides a sense of security and peace of mind, ensuring that your loved ones are protected in case of the unexpected. Life insurance can help cover funeral expenses, outstanding debts, and provide financial support for your family's future. Don't wait until it's too late, invest in life insurance today to safeguard your family's financial well-being. #LifeInsuranceMatters #FinancialSecurity

We'll help you with your HMO management/investment or corporate accommodation questions. We're here to help and look forward to talking to you.

Provide financial advice and services for clients.

Inclusive of existing policy review and recommendation 90 mins

Book a call with me for consultation services

In this first complementary meeting with Baldwin Financial Advisors we will work with you to discover all relevant information so we can begin to plan your financial success. Meeting approximately one hour.

In your second meeting with Baldwin Financial Advisors we will discuss your goals and how to achieve them. This meeting will last approximately two hours.

As a client of Baldwin Financial Advisors we recommend Annual Reviews to go over your financial plan for success. Quarterly and Bi-annual Reviews are also available to be scheduled with this meeting. Meeting approximately two hours.

Preference Tax + Accounting LLC provides supreme service to our clients and we are devoted to provide trusted business advising. We enhance the business performance of our clientele by providing them with the necessary tools to assess their financial position. Our mission statement integrates our values and vision as it helps us continue to grow as a respected tax preparation and accounting business.

LDV Tax Preparation & Consulting located in Huntsville, AL represent clients all over the United States. We specialize in Small Business, Individual tax preparation and Life Insurance LDV Tax Preparation & Consulting has been practicing for over 10 years. We bring extensive experience and professionalism to every case and customize our support to your individual needs and concerns.

Provide consultation for life insurance to include purchase.,

Prepare small business return. 

No cost, just a discussion on whether we are a good fit for your financial or investment planning needs.

Existing clients.

New Clients

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