Financial Counseling
- Financial planning is an ongoing process that may reduce your stress about money, support your current needs and help you build a nest egg for your long-term goals, like retirement. Financial planning is important because it allows you to make the most of your assets and helps ensure you meet your future goals.
- Financial planning isn’t just for the wealthy: Creating a roadmap for your financial future is for everyone. You can make a financial plan yourself, or you can get help from a financial planning professional.
- Whether you own a small business or are an individual, our partnered tax professionals have the skills to prepare your taxes in compliance with all Federal and State tax laws. Our partnered tax professionals offer prompt, efficient preparation of all types of returns including corporate tax filings, multi-state taxes, and individual income tax returns.
- We provide Notary services to serve the public in non-contentious matters usually concerned with estates, deeds, powers-of-attorney, and foreign and international business.
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Working with Jules Legacy Enterprise was a seamless process. They demonstrated the highest level of professionalism and provided financial advice for one of my businesses. The advice helped me to save money and file my paperwork accurately. Over time, we also became friends as they are trustworthy and an extremely reliable. I highly recommend their services.
Sianna RamdialProject Manager, Business Owner -
Jules Legacy Enterprise is a leader in the financial services industry. They offer a wide array of services and expertise. A team of dedicated, hardworking individuals who care about their clients and reputation. Jules Legacy Enterprises will make a difference for you and your business. If you are in the market for world-class service that is second to none…. go ahead and give them a call. You will not be disappointed!
Keisha HarrisCEO, CTS & Consulting -
The best in the market! We have partnered with Jules Legacy Enterprise and they do not disappoint. I would like to say thank you for all of your support and partnership.
Evans Williams JulesFounder, Jules Prestigious Group -
"Jules Legacy Enterprise have excellent advisors. They take pride in their work and provide personalized service to their clients. Their level of attentiveness show’s how genuinely."
Ashley CurryIndependent Business Owner
Task assignment strategy
- Step #1: Evaluation and Communication of The Strategic Plan
- Step #2: Determine Roles, Responsibilities, and Relationships
- Step #3: Set Clear Goals and Define Key Variables
- Step #4 Implementation Structure Development
- Step #5: Execute the Plan, Monitor Progress and Performance, and Provide Continued Support.
The management process is a collaborative, communication-based process where our clients and agents work together to plan, monitor, and review objectives long-term goals while focusing on financial trajectories.
- Step #1: Goal Setting
- Step #2: Analysis
- Step #3: Strategy Formation
- Step #4 Strategy Implementation
- Step #5: Strategy Monitoring
