5B CONSULTING & PLANNING LLC
Home
Services
5B4ME Samples
ABOUT US
5B CONSULTING & PLANNING LLC
Home
Services
5B4ME Samples
ABOUT US
More
  • Home
  • Services
  • 5B4ME Samples
  • ABOUT US

  • Home
  • Services
  • 5B4ME Samples
  • ABOUT US

Services

Business Consulting

Allow 5B to have a hand in growing your business.

Tax Preparation

Prepare  clients to be able to pay any needed fees and review financial records. I will also calculate tax returns, managing communication between my clients and tax authorities.

Marketing 101

30 minute class presenting the importance of marketing and brand awareness to you and your business

Marketing Ad

We will create an ad to be used on social media, tailored for your business.

Virtual Business Card

Share your contact information and your business directly from your phone to prospective clients. (Includes a QR Code)

Miscellaneous

5B will help you complete tedious task. Ask us for what you need!


Financial Planning

Allow 5B to help you get your finances in order.

Financial Needs Analysis

30 minute meeting to determine your financial independence number and set up a road map to financial freedom

Life Insurance

30 minute meeting to teach you how life insurance works and provide you  with a reasonable quote to cover you and your family

Home, Auto, and Business Insurance

30 minute meeting to help you find the best coverage at the best price tailored to your needs

Vivint Home Security

Our partnership with Vivint give you the best pricing on a home security system to protect your family and your tangible assets

Prepaid Legal Services

Our partnership with Legalshield provides you with an affordable way to prepare a will, have legal guidance, and more

Add a footnote if this applies to your business

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