If you are approaching retirement, or already retired, and want clarity around your financial strategy, this session is designed for you.During this consultation, we will review your current retirement plan, income strategy, and insurance coverage to identify gaps, risks, and opportunities for greater protection and long-term stability.This is not a sales presentation.This is a structured strategy conversation.You will walk away with:• Clear insight into where you stand• Understanding of potential vulnerabilities• Practical next steps to strengthen your financial positionIf you value clarity over confusion and strategy over guesswork, this session is your next step.Duration: 45–60 minutes
Join a 60-minute coordinated consult with True Values Global Corporation, TVG, and our preferred attorney. This session is designed to ensure your trust is set up correctly from the outset, with guidance that aligns legal and financial objectives.During the appointment, attendees can expect a clear overview of trust structure, key considerations, and actionable next steps to optimize asset protection and estate planning. Advance preparation and thoughtful questions will help maximize value from the consult.
Join True Values Global Corporation for a focused 60-minute session on Nonprofit/Foundation Formation & 501c3 Advisory. In this concise consult, you’ll learn how to start your nonprofit the right way, secure 501(c)(3) status efficiently, and explore options for establishing your private foundation.Expect actionable guidance on eligibility, documentation, and timelines, along with tailored next steps to accelerate your nonprofit journey. This session is ideal for organizations seeking clarity, compliance, and a solid foundation for long-term impact.Full cost for Non-profit is $5,000Full cost for Private Foundation $8,000 (base cost)Full cost for Private Operating Foundation $12,000 (base cost)
High-Level Trust & Asset Protection is a focused 60-minute session designed to help executives and professionals understand how strategic trust structures can safeguard wealth. In this practical presentation, you’ll learn how irrevocable trusts, 508 trusts, and related tools can preserve capital, reduce risk, and align asset protection with broader financial goals.Attendees will gain actionable insights into leveraging trusts, identify common missteps to avoid, and discover why this protection is essential in today’s dynamic environment. This session provides a clear path to integrating sophisticated asset-protection strategies with your overall portfolio plan.Total Cost is $50,000 inital fee of $1000 is included.
Alternative Assets – Panama Property InvestmentExplore how owning real estate in Panama can diversify your portfolio and protect your wealth through global asset diversification. This concise 45-minute session will outline key opportunities, risk considerations, and practical next steps for strategic investors.
This concise 60-minute session from True Values Global Corporation provides a focused look at why a robust, funding-ready structure surpasses a simple LLC. Attendees will gain clarity on strategic business structuring and the essentials investors look for when evaluating capital opportunities.Why Book: Discover practical steps to align your entity design with fundraising goals, accelerate investor confidence, and streamline compliance. This session equips you with actionable insights to position your business for stronger funding discussions and long-term growth.Intial cost of service for the year is $25,000. Your initial consulting fee will be dedudcted from this. Includes everthing in the Structuring and Funding of Minimun of $25,000.
Business Structuring Package is a focused 60-minute consultation designed to help you protect your wealth and business with the right structure. This session provides expert guidance on structure optimization, aligning your strategy with compliance and long-term goals.Attendees will gain a clear, actionable plan tailored to your needs, with practical next steps and considerations for protection, scalability, and efficiency. Invest in clarity and confidence for your enterprise with a concise, high-impact discussion.Your total cost is $7,500 for the year includting Tax Advising, Book Keeping, Trust and Business Structure. Your consulting fee is deducted from your year cost.Other services you may include: Personal and Business Tax Filling.
15-Minute Conversation | FreeThis is a short, relaxed coffee chat for business owners who want a clearer understanding of how tax organization and preparation fit into the bigger picture of running a business.During this conversation, we’ll talk at a high level about:what organized tax prep actually looks like in real lifehow having structure around income, expenses, and records can reduce stresswhy preparation matters long before tax seasonhow this kind of organization has helped other business owners feel more confident and preparedThis is a brief, informational conversation designed to give you clarity and direction. It’s not a deep review of your finances, and we won’t be building plans or doing any hands-on work during this call.If you’re curious, exploring, or just want to understand the approach before taking next steps, this is a good place to start.Grab your coffee and let’s talk.
If your website isn’t generating leads, it’s leaking money. In this 15–20 minute call, I’ll show you exactly how we turn ordinary sites into customer-generating machines—content, design, on site SEO, social, hosting, the whole system done for you. No fluff, no tech overwhelm, no pressure. Just a clear plan to get you live and producing results in 1-3 weeks.