We Are Here To Help

At Etrends Group it is our desire to provide you with the services you need to create your own Prosperity Plan.

We have divided our service offerings into five primary areas. Asset Protection, Preserve Income, Produce Wealth, Compliance and High Net Worth Strategies

Asset Protection

Preserve Income

Produce Wealth

Compliance

High Net Worth Strategies

3 P's of the Prosperity Cycle

All the services we offer are aligned with the three P’s of the Prosperity Cycle – Protect You Assets – Preserve Your Income – Produce Wealth.

Protect Your Assets

Trusts and Wills

Insurance Services

Entity Structuring

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Preserve Income

Bugeting Assistance

Strategic Tax Planning

Debt Reduction and Consolidation

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Produce Wealth

Investment Advise

Retirement Planning

Life Insurance

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Trusts and Wills

Are you prepared for what your family is going to go through when you die? If you don’t have a trust or will in place you aren’t.

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Budgeting Assistance

It doesn’t matter how much you make, it is really what you spend that determines if you will prosper or not.

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Credit Repair

Do you need a loan, but your credit score isn’t good enough to get you one?

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Retirement Planning

As a business owner one of the best things you can do for yourself and your employees is to set-up some type of retirement plan.

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Captive Insurance Plans

We provide innovative captive insurance formation, management and alternative risk transfer strategies for middle market companies.

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Registered Agent Services

As a business owner who operates as an LLC or corporation, it is important you have a registered agent in the states you are doing business in.

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Attest Services

Whether you are in need of a compilation, review or audit, our attestation team is here to meet your needs.

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Insurance Services

One of the best ways to protect yourself and your business is through insurance.

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Strategic Tax Planning

We realize one of the critical services your business needs to be successful is good tax consulting and implementation.

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Business Consulting & Analysis

Is it time to Rethink Your Business? Then you need to meet with one of our professional business advisors so they can help you get to the next level of success.

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Life Insurance

One of the best investments you can make for yourself and your family is into a fixed life insurance product.

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Opportunity Zone Funds

Opportunity Zones were created as part of the 2017 Tax Cuts and Jobs Act.

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Payroll

As a business owner there are so many things you must do and so little time to do them that there is no reason for you to be wasting your time processing your own payroll.

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Licensing

Whether you’re a new or established business we will lighten your load so you can focus on what counts – your operations.

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Entity Structuring

Setting up the right entity structure is one of the most critical things you will do for your business.

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Debt Reduction and Consolidation

Have you over extended yourself? Are you being crushed by high interest rates?

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Investment Advise

Part of a successful Prosperity Plan is not only making sure your needs are met today, but also insuring that you are prepared for the future.

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Puerto Rico Act 20/22

If you are looking to lower your tax bill substantially, while still maintaining your U.S. citizenship than consider Puerto Rico.

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Income Tax Preparation

As a business owner there are many various tax returns you are responsible for filing.

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Bookkeeping

To stay on top of your businesses financial stability.

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Download Our Etrends Brochure


EtrendsGroup_Brochure_1.0.pdf (18.6 Mb)

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