Transparency
No hidden fees or clauses. Just full disclosure of service details followed by honest advice.
Taxes, insurance, and annuities taken off your plate so you can focus on what truly matters without worry.
We understand the weight of your goal to secure a better future and commit to guiding you with the integrity and attentiveness you deserve.
We prioritize your aspirations, creating custom strategies aligned with your needs.
Seamless modern contact channels ensure open dialogue and prompt resolutions.
We empower you with knowledge without pushing you into products for sales quotas.
No hidden fees or clauses. Just full disclosure of service details followed by honest advice.
We cut the nonsense with clear, realistic expectations and consistently deliver on them.
Entrepreneurs who are open-minded, growth-oriented, and determined to improve their circumstances.
Grow your business, not your to-do list. We’ll handle the taxes, insurance, and annuities.
Extra income means extra taxes. Delegate the hassle so you can focus on your passion.
Leaving your job to start a business can be scary, but it doesn’t have to be. We’ll show you how.
Your retirement should be a time full of leisure not stress. We can make sure you relax.
This framework helps business owners achieve financial freedom, preserve wealth, and navigate various financial challenges with confidence.
We begin with a comprehensive evaluation of your business finances, identifying opportunities while uncovering current and potential pitfalls.
We'll build a personalized plan, focusing on strategies that utilize the best annuities, insurance, and tax strategies to meet your specific needs.
We routinely evaluate tax regulations and market conditions, making adjustments as approved to maximize benefits and minimize costs.
We keep the lines of communication open, ensuring you're never in the dark about your financials and are always ready to seize growth opportunities.
We’re dedicated to providing clear information, personalized guidance, and a supportive environment where you feel empowered to make informed decisions about your financial future.
"It was difficult to pick only 3 attributes that describe Gilberto. He exhibits all of the above. He is extremely professional, thorough and very personable. My husband and I have always been very pleased with all the work, effort and time he has spent on us!"
From Nextdoor Reviews
"He [Gilberto Padua from Padua Financial Services] is very knowledgeable and is always very friendly. I am always a very happy returning customer."
From Google Reviews
"I trust no one else. Incredibly knowledgeable on my business taxes and some profits from my company went into financial vehicles for my kids and grandkids! The tax savings and unique strategies that compliment my company are worth twice what I paid!"
Are you drowning in paperwork, stressed about taxes, and unsure how to secure your future? You're not alone. Many entrepreneurs pour their heart and soul into building something great, but financial planning often falls by the wayside.
Imagine minimizing your tax burden, safeguarding your business from the unexpected, and looking forward to a worry-free retirement. At Padua Financial Services, we help business owners like you to achieve exactly that.
Let's work together to create a personalized strategy that protects your income, protects your assets, and protects your future.
Schedule a free, no obligation call at your earliest convenience.
We'll introduce ourselves then discuss your needs and goals.
We will follow up with your personalized proposal of services.
Top Financial Advisor in Florida
Get the latest financial news & updates. No spam.
Financial Planning & Tax Service Website by @321CodyLopez
Copyright © 2024 Padua Financial Services, LLC. All Rights Reserved.
Trainer Sharri K.
From LinkedIn