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.

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.

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.

Digital Marketing Audit

$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.

For new applicants looking to set up an interview to work at TCT

For driver and aides to have a one-on-one conversation with their dispatcher.

Our Tax Service offers convenient and efficient solutions for individuals and businesses. With a focus on client satisfaction, we provide appointments that are tailored to your schedule. Whether you prefer on-site consultations, mobile meetings, or virtual appointments, we cater to your needs. Our knowledgeable tax experts are well-versed in current tax regulations and will ensure compliance while maximizing your tax benefits. Choose our Tax Service and experience personalized, professional, and reliable tax assistance. Book your appointment today. 

Introducing our professional Notary Service! With a focus on efficiency and convenience, we offer same-day appointments for all your notarization needs. Whether you need documents notarized for personal or business purposes, our qualified and experienced notary public will ensure accuracy and legality. Please note that our service is by appointment only, with same-day appointments available an hour in advance of your scheduling request. Trust us for fast and reliable notary services. Schedule an appointment today!

Our Accounting & Bookkeeping Service is designed to provide comprehensive financial management solutions for businesses. With our expertise in accounting and bookkeeping, we ensure accurate record-keeping, timely financial reporting, and adherence to regulatory requirements. Our service is flexible, accommodating on-site, mobile, and virtual appointments to meet the unique needs of our clients. By entrusting your accounting and bookkeeping tasks to us, you can focus on growing your business knowing that your finances are in capable hands.

To help you grow your business and increase the effectiveness of their marketing efforts, American Family Insurance is launching a free concierge marketing service.Participants in this Q4 special program will receive one-on-one consultation sessions with BrandMuscle marketing consultants – providing an opportunity to consult with experienced marketing professionals and come away with specific action items for your marketing plan.Book a half hour consultation with a Local Marketing Consultant today!

Comprehensive Business Development ConsultationWelcome to Optimum Financial Services, where our Strategic Tax Planning Consultation extends beyond tax optimization. Our service goes the extra mile by not only refining tax strategies but also laying the groundwork for your business's financial future.Service Enhancements:Monthly and Annual Budgeting: We assist in creating meticulous monthly and annual budgets, ensuring financial clarity and foresight for your business's fiscal health.Goal Setting Plan: Our consultation includes crafting a goal-oriented plan, aligning financial targets with your business's aspirations for growth and success.Business Plan Foundation: We help in developing the foundational elements of a business plan, providing a framework to guide your business's direction and strategies.Strategic Tax Planning: Alongside these enhancements, our service maintains its focus on strategic tax planning, ensuring optimal tax efficiency for your business.Your Holistic Business Partner: Experience a comprehensive approach that extends beyond tax planning. Our service is committed to nurturing your business's financial well-being and long-term success.Connect with Us: Schedule a consultation at Optimum Financial Services today to embark on a holistic business development journey that sets the stage for your business's financial prosperity.We are dedicated to providing comprehensive financial strategies and support, guiding your business towards its goals and sustainable growth.

Effortless Payroll Management: Tailored to Your ScheduleWelcome to Optimum Financial Services, your partner in hassle-free payroll management. Our Business Staff Payroll Services adapt to your preferred weekly, biweekly, or monthly schedule, ensuring seamless payments while handling all quarterly and annual payroll tax filing requirements.Service Features:Customized payroll services aligned with your chosen frequencyStreamlined payroll management tailored to suit your business needsReliable support ensuring accurate and timely staff paymentsHandling of all quarterly and annual payroll tax filing requirementsExperience seamless payroll management tailored to your schedule. Whether it's weekly, biweekly, or monthly, our services cater to your business's specific payroll needs while ensuring compliance with all payroll tax filing obligations throughout the year.Ensure timely staff payments and compliance with payroll tax filings without the hassle. Schedule your Business Staff Payroll Services today at Optimum Financial Services.We are committed to simplifying your payroll processes according to your chosen frequency while managing all payroll tax filing requirements.

Select this option if working in the kitchen or maintenance was NOT your first choice of positions you are applying for.