Term Life Insurance for a maximum of 35 years

- Can be renewed once time is up

- Cheaper than Whole Life Insurance

- More Death Benefits for less monthly premium

- Riders can be added and premium is subject to change.

Individual Retirement Accounts

- Roth IRAs 

- Traditional IRAs 

- 403(b)

- Annuities

If you had a 401(k) or another qualified retirement account with another bank or financial institution, we can help you rollover or transfer that balance with us.

College Accounts for individuals under the age of 18

- Custodial Account for a specific Student at a time

- Section 529s

- Coverdell

- UTMA

- UGMA

These can be transferred to other students if the current student does not need it or chooses not to use it for college.

GS Global vous accompagne dans le choix de vos partenaires d'assurances et/ou de vos relations bancaires. En toute indépendance, nous mettons à votre dispositions nos connaissances et notre réseaux pour vous permettre d'optimiser vos choix dans ces domaines qui sont souvent abstraits aux yeux de toutes et tous En toute simplicité, réserver votre premier rendez-vous online pour connaître notre façon de fonctionner et nos diverses possibilité de collaboration

Im kostenfreie Kennenlerntermin können Sie uns Ihr Anliegen schildern und wir erläutern unser Beratungskonzept. Der Termin findet als Videokonferenz statt. Nach der Terminbuchung erhalten Sie von uns den Link zur Videokonferenz sowie einen Kennenlernfragebogen.

Ziel des Termins ist zu klären, ob Ihr Anliegen mit unserem Beratungsansatz gelöst werden kann.

Es stehen bei Ihnen große Veränderungen an oder die Veränderungen haben schon stattgefunden und Sie möchten wissen, welche Auswirkungen diese auf Ihre Finanzen haben!  Egal, ob Heirat, Nachwuchs, Selbstständigkeit oder ein anderes großes Ereignis - im Rahmen unseres Dienstleistungspakets Standard oder Premium ist dieser Termin inkludiert.

Im Vorfeld des Termins senden wir Ihnen eine Checkliste zu, damit wir uns auf den Termin optimal vorbereiten können.

Einmal im Jahr bieten wir unseren Kunden der Vermögensverwaltung einen Check an. In diesem Termin berichten wir nicht nur über die Marktentwicklung, sondern sprechen insb. auch über persönliche Veränderungen bei Ihnen, die eine Auswirkung auf die Anlagestrategie haben können.

Der Termin bieten wir persönlich oder als Videokonferenz an.

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.

DG Advisors have arranged a special "second look" offer for CVG Employees and DG Tax. If you'd like a second opinion on your last tax return to see if any deductions were missed, bring your last tax return to your financial meeting and for the discounted fee of $65, a DG Tax CPA will review your tax return and return it with recommendations in time for your next DG Advisor financial meeting. Should you choose to have DG Tax prepare your 2018 tax return, the review fee will be applied to that cost. After you have received your recommendations, you can schedule your one on one appointment with a DG Tax CPA to discuss further steps.

We, at Parkway Insurance Group, welcome you to be part of our family. Schedule a time so that we can complete a new customer registration. This will insure that we have all the necessary information for you on file, and that you are receiving all available discounts. Duration: 30 minutes

We, at Parkway Insurance Group, have professional staff that have the mission of helping you review your policies. Please be prepared to take a few moments to tell me about your current situation. All appointments are in the Central Time Zone! Please adjust accordingly for your time zone. Appointments are phone, face to face, or web chat. Your confirmation email will contain all location, web chat, and contact information Duration: 30 minutes

We, at Parkway Insurance Group, will contact you to inform about the progress of your claim, and to complete the required customer service steps, so that your claim is successfully finished. Duration: 15 minutes

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