Client Services

Louis Barajas, Wealth & Business Planning has been making the complex and overwhelming world of finances and small business comprehensible since 1991. We teach people the practical and powerful financial and business strategies to achieve Financial Greatness™. We believe that most people need and want an ethical, educated, and experienced advisor to help them make wise financial and business decisions without the conflict of commissions to earn their trust.

Wealth Planning to Focus On the Things Money Can Do To Create a Better Life Financial Greatness Program™ - a wealth building program that incorporates life planning with comprehensive financial planning

Financial Blueprint Program™ - comprehensive financial planning

• Income-Cash-Debt Planning to Maximize Your Earning(s) Potential, Minimize Personal Debt, and Track Your Wealth
  Income, Budget, & Net Worth Statement Preparation and Analysis
• Investment Planning to Align Your Money to Give Your Life Meaning
  Investment Policy Statements to Analyze & Create Structured Portfolios for Your Goals
• Retirement Planning to Build a Comfortable and Secure Retirement
  Retirement Investment Portfolio Selection, Monitoring, and Review
• Individual Tax Planning to Minimize Your Tax Burden and Help Reallocate the Dollars Saved to Fund Your Personal Financial Goals
  Tax Reduction Planning & Tax Minimization Investment Strategies
• Insurance Planning to Protect You from the Events That Threaten Your Personal and Business Financial Well-Being
  Comprehensive Insurance Reviews
• Estate Planning to Minimize the Potential Estate Tax Burden on Your Family and Ease the Complexity of Transferring Your Assets to Your Loved Ones
  Asset Protection, Wealth Transfer, & Estate Tax Minimization Planning Strategies

Investments to Fund All Your Future Financial Goals

• Professionally Managed Investment Portfolios - based on an academic, structured, and disciplined approach to achieve long-term prosperity

Business Planning to Guide You in Making Wise Decisions to Help You Create More Profit, Consistent Growth, and Live a More Balanced Life

• Small Business, Big Life Program™ - a comprehensive strategic business coaching program