Wealth's Core, LLC
Wealth's Core, LLC

Wealth's Core, LLC

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Sorry this pro can’t do your job, but we know other pros who can.
Introduction: I’ve had the luxury of being in this business for over 12 years. The one common mistake that hurts both the professional and clients are the different rates for different services. I keep my rate the same across the board. I don’t look at someones income and determine what they should be charged based on their tax bracket, I’m fair and I give every client and case the amount of time it needs to get the job done right. The best part of my job is that it’s not a job, I’ve made this my profession. I can honestly say that when I help someone with their Financial Management, I not only give them resolution I give them a path of clarity.
Overview

5 employees

18 years in business

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FAQs

  • How did you get started doing this type of work?

    Once obtaining a degree in accounting, I went to work for the third largest corporate accounting firm in the US. After several years I was recruited as a partner for a different firm that specialized in financial consulting for small business, nonprofits, and entrepreneurs. In my search to learn more I started GT Marketing Services, in which I own and operate.

  • What advice would you give a customer looking to hire a provider in your area of work?

    I have very different clients, from manufacturing, to doctors, to supply companies. They all have their own personal common denominator that will make their business better. My job is to find that, and come up with a plan that will help their business move forward and grow.

  • What questions should customers think through before talking to professionals about their project?

    You don’t need a business to handle your life like one and knowing what your expenses really are compared to your income is essential in everyone's life. It allows you the ability to prepare for a major purchase in the near future and/or consolidate your spending due to the current economy.Consultation and first hour are FREE, and any service after that is less then what most people pay in gas. I can set you up with your own virtual file with a login and password. I also work around your schedule and work remotely for client convenience.