Saturday, January 14, 2023

Financial Forecasting And Modelling As Per Your Requirements











About:

Experts in Financial Forecasting and Modelling with 30+ years of demonstrated skillset. We understand your requirements and provide you a fast and reliable solution.

P.S.: We keep our clients' information confidential and therefore, won't be able to upload samples of our work.

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Thursday, January 12, 2023

Prepare Financial Model, Budget, Excel Spreadsheet











About:

Gig includes development of financial model, budget, Excel and Google spreadsheet, dashboard, business plan, pitch deck and other calculations. All calculations are developed with high-end and unique design.

Financial Model and Budget might include Profit & Loss Statement, Cash Flow Statement, Balance Sheet, Financial Indicator [profitability, efficiency, liquidity indicators]. 

Business Plan and Pitch Deck are prepared for different purposes: for potential investors, for loan raise, for own purposes.

Reviews


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Tuesday, January 10, 2023

Make Your Financial Plan To Be A Millionaire As A Registered Investment Advisor











About:

Becoming a millionaire is simple, but it is not easy. Having wealth is a product of 4 things: your Income, your Investment Rate of Return, your Savings Rate, and Time. I can help you with your investment rate of return and your savings rate by doing detailed customized reports of your net worth, cash flow, and an investment portfolio analysis by making a customized Personal Financial Plan for you.  



 My background has a focus in multiple areas of personal finance:



  • Economics 
  • Securities- Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETF), Real Estate Investment Trusts (REIT), Options, Commodities (Gold & Oil), Annuities, & Variable Life Insurance
  • Investment Portfolio Strategy,Techniques, Asset Allocation, & Risk Management
  • Tax Planning
  • Insurance Needs - Life, Disability, & Long Term Care
  • Stock Market Investing
  • Retirement Plans- Traditional IRA, Roth IRA, SEP IRA, Keogh, 403(b), 401(k), Roth 401(k), 457(b), SIMPLE Plans
  • College Funding - Section 529 Plan & Coverdell ESA
  • Health Savings Account (HSA)
  • Estate Planning
  • Business Structures - S & C-Corp, LLC, Sole Proprietorship, & Partnerships 



I have significant experience in real estate investing- house flips & rentals.

Reviews


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Monday, January 9, 2023

Your US Individual Taxes Form 1040











About:

Filing Form 83b and W-7 is very crucial and individuals must adhere to the tax policy formulated by the IRS. I would assist you with these form in the most simplified manner possible.

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