Please feel free to schedule an appointment time that best suits for needs.

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.

Free Consultation Service Your story is different, we'd like to help you tell it. Let us review your credit situation in detail. Your specialist will review the solutions that may be available to you based on the information you have provided. ***This service can be performed via phone, face to face or video chat***

SILVER CREDIT REPAIR SERVICES Here what you get: This service is a ONE-TIME flat rate. Includes 4 levels of notarized dispute letters,credit coaching/counseling to build positive credit history and up to 90 days of follow up. PLUS Full Notary Service. No Monthly Obligations ***The service is a ONE-TIME FLAT FEE of $299.99*** *Please allow 3-6 months to see for results*

GOLD PACKAGE - CREDIT REPAIR SERVICES Here what you get: This service is a ONE-TIME flat rate. Includes 4 levels of notarized dispute letters, credit coaching/counseling to build positive credit history and up to 90 days of follow up. Clearing Lexis Nexis report including Judgements, Bankruptcies, Foreclosures, Evictions and Public Records. PLUS Full Notary Service. No Monthly Obligations ***The service is a ONE-TIME FLAT FEE of $499.99*** *Please allow 3-6 months to see for results*

This one hour consultation can be scheduled with Najja Hatchett or Lead Tax Professional to meet via Zoom or by Phone. Be prepared to have your tax documents available and any questions you may have. During the consultation we can offer you an estimate and address any questions or concerns you may have prior to getting started with the preparation of your return. The fee for this consultation will be applied(deducted) from your preparation fee if you decide to continue with NGH Income Tax.

Business Profit & Loss created for you on a monthly, Quarterly, and Annual basis. These reports help identify and categorize your expenses and profit margins in a concise way. This service utilizes your business receipts, bank statements, and credit card statements to account for your income and spending within the business.

By definition A profit and loss statement (P&L), or income statement or statement of operations, is a financial report that provides a summary of a company’s revenues, expenses, and profits/losses over a given period of time. The P&L statement shows a company’s ability to generate sales, manage expenses, and create profits. It is prepared based on accounting principles that include revenue recognition, matching, and accruals, which makes it different from the cash flow statement.

This type of reporting is a great tool to stay on top of how your business is allocating funds and will help you streamline your income to help you grow successfully. 

The fee for this consultation will be applied(deducted) from your statement preparation fee if you decide to continue with NGH Income Tax Service to prepare your return within 30 days. 

NOTE: If you are not able to make the consultation appointment please reschedule at least 24 hours ahead of your appointment, If you are 15 mins late for the consultation it is considered a NO-SHOW, and you will have to book another appointment. The Consultation fee is NON-REFUNDABLE and NON-TRANSFERABLE, it can not be applied to any other services aside from Tax Preparation.

This 1 hour consultation will help us identify your credit repair needs. We will discuss your current credit status and your goals. During this call we will determine the best course of action to help you repair your credit. Please have your credit reports from all3 bureaus available during the call.

If you are not able to make the consultation appointment please reschedule at least 24 hours ahead of your appointment, If you are 15 mins late for the consultation it is considered a NO-SHOW, and you will have to book another appointment. The Consultation fee is NON-REFUNDABLE and NON-TRANSFERABLE, it can not be applied to any other services aside from Tax Preparation.

$199-THIS SERVICE HAS BEEN DESIGNED FOR PAST CLIENTS WHO WANT TO RESTART THE PROGRAM. TO QUALIFY YOU MUST BE A PAST CLIENT. *PLEASE CALL THE OFFICE IF YOU NEED ANY CLARITY ON THIS SERVICE.

Lets review your account to identify any potential gaps in coverage and to make sure you are receiving all possible discounts.  

Mortgage Protection, Final Expense, Retirement and Income Planning.