Estate & Wealth Planning
Plan for the future with guidance on wills, trusts, retirement planning, life insurance, and wealth strategies.
Real Estate & Permit Support
Support for property financing, permit applications, construction loans, and real estate investment guidance.
Loans & Grant Assistance
Navigate funding options with expert guidance on SBA loans, grants, and financing for personal and business needs.
Business Formation & Startup
Launch your business with proper legal structure, registrations, business plans, and operational support.

About
Rae’s Education & Credentials
• Master of Education (M.Ed.) – Applied
• Behavioral Analysis (ABA), Arizona State University
• Bachelor of Arts (B.A.) – Liberal Arts and Sciences, Cal State University Northridge
Certifications & Qualifications
• Qualified Intellectual Disabilities Professional (QIDP) – Certified • Administrative Certificate • PTIN Licensed Tax Preparer • CBEST – Completed • Document Preparation Coursework – Completed • Law School Pre-Admissions – In Progress Our mission is to provide individuals and businesses with clear, structured, and ethically grounded financial guidance. I specialize in financial consulting, tax preparation, credit building, business development, living wills and trusts, document verification, mortgage applications, permits, and more—helping clients achieve stability, growth, and long-term financial freedom.
Testimonials
We are very glad to get client review.
Client reviews reflect real experiences, real progress, and real results. We’re thankful for the trust our clients place in us and proud to be part of their financial success stories.
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Farhan Rio,
(Agent Manager)
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Alan Smith,
(Asistant Manager)
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Jewel Smith,
(Web Design)
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Brad Smith,
(Marketing)
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Farhan Rio,
(SEO Manager)
Portfolio
Smart & Great Solutions
When finances feel overwhelming, the right solution makes all the difference. Our approach combines expertise, strategy, and hands-on support to create solutions that are not only smart — but meaningful and effective.
Blog
Learn more from our latest news.
Explore expert insights, financial updates, and real-world guidance designed to help individuals and businesses make confident financial decisions.
How Stay Calm from the First Time.
As a app web crawler expert, help organizations adjust to the of the internet promoting.…
You can use it for any kind website like.
As a app web crawler expert, help organizations adjust to the of the internet promoting.…
Food industry leaders often change.
As a app web crawler expert, help organizations adjust to the of the internet promoting.…





