Service Book – Capitalizedmoney

Capitalizedmoney

Do not be Rich, Be wealthy

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Welcome to the Service Book

Not Only Makes You Rich But Also Wealthy

Wealth Management

We optimize wealth growth, preserve assets, and achieve specific financial goals through personalized strategies, including portfolio management, retirement planning, estate planning, tax optimization, and risk management.

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Generational Wealth Building

Aims to break the cycle of poverty and empower individuals and familiesz to create long-lasting financial security for themselves and future generations.

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Investment Education

Covering various aspects of investing, understanding different asset classes, portfolio diversification, investment selection, and ongoing monitoring and adjustments.

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Cashflow 101

The movement of money in or out of a business or individual's finances over a specific period can be boosted astronomically with a gray hat cashflow technique. Luidity and financial health

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Insurance

Through our professional Insurance Broker, Agent and Financial advisor we provide - Life, Health, Property, Auto, Disability, Long-Term Care, Travel, Business Insurance (e.g., General Liability Insurance, Business Interruption), Professional Liability (e.g., Malpractice Insurance, Errors and Omissions Insurance) & Pet Insurance

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Personal Loan

We specialize in offering personal loans to highly motivated individuals facing life challenges or seeking opportunities for investment, prioritizing those with genuine financial needs and ambitious goals.

Professional Tax Savings & Filing

Strategies and techniques to legally minimize tax liabilities for individuals or businesses, optimizing financial resources while staying compliant with tax laws.

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Ready to Grow Your Finance Game?

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‭+1 (437) 443-6771‬