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WhereFinancial Planning Meets Peace of Mind

Taxes, insurance, and annuities taken off your plate so you can focus on what truly matters without worry.

+1000 clients served

$1M Audit Protection

Licensed & Certified

Frustrated with financial advisors who:

Mishandled finances makes life Challenging

You may experience:

Why Choose Us

We believe in doing things differently...

We understand the weight of your goal to secure a better future and commit to guiding you with the integrity and attentiveness you deserve.

Client-Focused Approach

We prioritize your aspirations, creating custom strategies aligned with your needs.

Accessible Communication

Seamless modern contact channels ensure open dialogue and prompt resolutions.

No-Pressure Environment

We empower you with knowledge without pushing you into products for sales quotas.

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Transparency

No hidden fees or clauses. Just full disclosure of service details followed by honest advice.

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Satisfaction

We cut the nonsense with clear, realistic expectations and consistently deliver on them.

Consultant Bob RatcliffFrom Google Reviews
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"First time using his [Gilberto Padua] tax service for my part time business my tax return jumped from $1,900 up to $10,000 give or take couple hundred. So, he is worth every dollar spent with an incredible return that I never got anywhere else and you are audit proof!"
Our People

Who we serve:

Entrepreneurs who are open-minded, growth-oriented, and determined to improve their circumstances.

Businessman has financial security

Business Owners

Grow your business, not your to-do list. We’ll handle the taxes, insurance, and annuities.

part-time business owner needs tax services for side income

Side-Hustlers

Extra income means extra taxes. Delegate the hassle so you can focus on your passion.

Corporate Escapee leaves job to start business

Corporate Dropouts

Leaving your job to start a business can be scary, but it doesn’t have to be. We’ll show you how.

happy retired couple on the beach

Retirement Planners

Your retirement should be a time full of leisure not stress. We can make sure you relax.

Our Services

We're Here To Help

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Tax Planning

Providing tax efficient solutions to protect your income and preserve your wealth.

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Annuity Rollover

A hassle-free transition to ensure your financial stability for years to come.

insurance policy

Insurance Planning

Providing security and protection from the unexpected.

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401k Rollerover

Transition from your employer-sponsored plan to a wealth-building strategy.

Our Process

The Padua Power Four

This framework helps business owners achieve financial freedom, preserve wealth, and navigate various financial challenges with confidence.

1. Assess

We begin with a comprehensive evaluation of your business finances, identifying opportunities while uncovering current and potential pitfalls.

2. Develop

We'll build a personalized plan, focusing on strategies that utilize the best annuities, insurance, and tax strategies to meet your specific needs.

3. Monitor

We routinely evaluate tax regulations and market conditions, making adjustments as approved to maximize benefits and minimize costs.

4. Update

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.

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Years of Experience
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About Padua Financial

Powerful Tax Reduction Strategies backed by decades of experience

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.

Woman happy working with Padua Financial services
Clients Collecting Tax Refunds
92%
Avg. Refund Increase
37%
Client Success Stories

What they're saying about us

    Trainer Sharri K.

    From LinkedIn

    "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!"

      Entrepreneur Ronaldo M.

      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."

        CEO Robert R.

        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!"

        Don't Let Finances Hinder Your Success

        How to get started

        • 1. Schedule call

          Schedule a free, no obligation call at your earliest convenience.

        • 2. Meet us

          We'll introduce ourselves then discuss your needs and goals.

        • 3. Follow up

          We will follow up with your personalized proposal of services.