Where Financial Planning Meets Peace of Mind

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

Are you struggling with...

Complex Tax Laws

Small Tax Refunds

IRS Audit Notifications

Insufficient Insurance Coverage

No Retirement Plan

Inexperienced Financial Advisors

We Can Help.

We Get it -

you want a successful business that’s protected from the IRS, unexpected events, and retirement concerns without handling all the paperwork.

You're in the right place!

At Padua Financial, we specialize in helping business owners implement a plan to increase tax deductions, safeguard assets, and secure your future. We call this the Power Plan.

How It Works

The Padua Power Plan

1. Assess

A close evaluation of your business finances, identifying opportunities while uncovering current and potential pitfalls.

2. Develop

Make a custom plan, focusing on utilizing the best annuities, insurance, or tax strategies to meet your specific needs.

3. Monitor

We routinely evaluate tax regulations and market conditions to maximize benefits and minimize costs.

4. Update

Lines of communication are kept open so you’re never in the dark and always ready to seize growth opportunities.

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Years of Experience

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Clients Served

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Year Long Relationships

A Financial Advisor for entrepreneurs

With The Integrity & 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.

"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!"

Consultant Bob Ratcliff From Google Reviews

Don't Let Finances Hinder Your Success

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, which means financial planning often falls by the wayside.

Imagine minimizing your tax burden, safeguarding your business from unforeseen circumstances, 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.

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.