Best FP specializes in helping people figure out where they are on the road to possible retirement. We help people create a plan to exit the workforce, plan for income in retirement, and create a legacy for their families.
Discovery Call: Schedule a free consultation where we learn about your current financial situation and your goals for the future.
Personalized Plan: Based on the information gathered, we create a tailored financial strategy that includes retirement planning, tax mitigation, and legacy planning.
Implementation & Support: We assist you in implementing the strategy and provide ongoing support to ensure you stay on track towards achieving your financial goals.
OUR PARTNERS
We are proud to partner with Wealth Insured and Best Life Insurance to provide comprehensive financial solutions and insurance products that meet all your needs.
CQ Consulting Services provides financial consulting, alternative investments, and estate planning to help clients achieve financial freedom and maximize cash flow. They cater to individuals seeking unique investment opportunities and money management strategies.
Founded on principles of integrity, innovation, and compassion, we are committed to revolutionizing the landscape of retirement planning by offering alternative strategies that empower families to safeguard their futures while simultaneously nurturing the potential of the next generation.
Having Personal Life Insurance is good to consider getting. It’s a way to protect your family monetarily if anything were to happen. So, get our insurance agents to assist you in choosing the best Personal Life Insurance for you.
What services does Best FP offer?
Best FP offers a range of services including Retirement Planning, Legacy Planning, Tax Planning, Life Insurance, Lifetime Income Solutions, Wealth Transfer and Legacy Planning, Financial Literacy Programs, Community Awareness Initiatives, and Educational Workshops and Resources.
How can Best FP help me reduce my taxes?
Our tax planning services implement strategic tax mitigation techniques that typically save our clients between 20% and 30% on their annual taxes. This can translate to significant savings, which can then be invested to grow your wealth.
What is the average tax savings for Best FP clients?
Our clients typically save between 20% and 30% on their annual taxes through our strategic tax mitigation plans. For example, a business owner earning $200,000 per year could save between $40,000 and $60,000 annually.
How does Best FP help with retirement planning?
We help you determine where you are on the road to retirement, create a personalized plan to exit the workforce, and ensure a steady income stream during retirement. Our goal is to provide you with financial stability and peace of mind.
What are Lifetime Income Solutions?
Lifetime Income Solutions are strategies that ensure you have a steady income stream during retirement. For example, we might convert $500,000 of retirement savings into an annual income of $30,000 for life.
How does Best FP assist with legacy planning?
Our legacy planning services help create a lasting legacy for your family through effective financial strategies. We facilitate the smooth transfer of wealth to your heirs and help reduce estate taxes, ensuring more of your wealth is passed on to your loved ones.
What kind of investment growth can I expect with Best FP?
By redirecting tax savings into high-yield investment opportunities, our clients have seen an average annual return of 8-12%. For example, investing $50,000 of tax savings could grow to approximately $78,000 in five years at a 10% annual return.
What is the process for working with Best FP?
Our process includes:
Discovery Call: Schedule a free consultation to discuss your current financial situation and goals.
Personalized Plan: Based on the information gathered, we create a tailored financial strategy that includes retirement planning, tax mitigation, and legacy planning.
Implementation & Support: We assist you in implementing the strategy and provide ongoing support to ensure you stay on track towards achieving your financial goals.
How does Best FP support community financial literacy?
We empower communities through financial literacy programs, community awareness initiatives, and educational workshops and resources to enhance financial well-being.
Can Best FP help with life insurance?
Yes, we offer comprehensive life insurance solutions to protect your family's financial future and ensure peace of mind.
Contact us today to schedule a free consultation and start your journey towards financial security and prosperity.
EMAIL: [email protected]
ADDRESS: 6666 Harwin Drive, Suite 555, Houston, TX 77036
HOURS: Mon – Sat 9:00am - 9:00pm
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