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SERVICES

Trustworthy, Flexible, Personalized Services.
Everything You Were Never Taught In School, Church, or Home About Money

TCIT Wealth Builders Turning Financial Frustrations Into Personal Solutions. Unlock Your Potential By Attaining Your Financial Goals With Our Customized Coaching Solutions.

B&B Business
 TCIT  Treasure Coast Investment Team 

1

B&B Business Management Services

Our team is dedicated to guiding your real estate business goals, aligning with your objectives, and maximizing profitability. Allow us to oversee your business strategy and provisions to provide you the understanding of your business needs. Let us help you meet your company’s objectives & achieve success. Allow us to teach you how to manage every aspect of your business, from human resources to finance. We specialize in operations, marketing, and strategic management to create balance between profit and risk to increase business profits.

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  • Services:

    • Evictions & Foreclosures

    • Rehab & Handyman Services

    • Property Management & Rental Properties

    • City & County Code Violations

    • Loan Originators

    • Refinancing Assistance

    • First-Time Home Buyer Programs

Business meeting
Couple Sitting with Financial Advisor

2

BLW/TCIT

We’re dedicated to empowering you financially through our Financial Life Support Program and Expert Financial Literacy resources. Our focus is helping our clients develop and improve your finances. Our Attorney-In-Fact specialists offer discounted legal document preparation to guide you towards financial success.

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  • Services include (but are not limited to)

    • 501(c)(3), LLC & Corporation filings

    • Wills & Trusts

    • Credit Education & Modification

    • Business & Financial Coaching

    • Power of Attorney

    • Divorce

    • Family & Child Custody

    • Bankruptcy

    • Notary

    • Legal Document Preparation/Prepare Court Motions

    • Health Surrogate

    • Lady Bird Titles/Quick Claim Deeds

    • Property Closings

    • And more

BLW/TCIT

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The Economic Investment Firm

Unlock Financial Wisdom: Our consultants are experts in accounting, taxes, wealth management, and IRS compliance. We’ll help you create a personalized
savings portfolio encompassing financial reports, tax savings plans, and wealth management investments that are tailored to your future goals and retirement plans.

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  • Services:

    • Bookkeeping & Accounting

      • Accounts Receivable

      • Accounts Payable

      • Bank Reconciliations

      • Payroll

      • Financial Reports

      • Fixed Asset Reporting

      • Estimated quarterly tax payments

      • Sales and Use Tax filing and payments

    • QuickBooks Online Training

    • Business Consulting

    • Tax Preparation

    • Tax Planning

    • Wealth Management (retirement accounts, 529 college savings plans, annuities, etc..)

Working with Financial Documents
The Economic Investment
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