BOSS INVESTING AND CONSULTING WELCOMES YOU

Name: BOSS Investing and Consulting
Address: US
Telephone: 301-842-4045

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ABOUT US

Consulting with Purpose

We love serving others with our gift and passion of asset allocation. We have been providing professional consulting services to clients from Maryland and beyond. From strategic planning to innovative solutions, our focus is always on building an efficient and results-driven relationship. Our clients are our family. It does not matter your current level of income, we’ll work with you to create a customized financial plan of action for yourself or your organization. Get in touch to learn more about our vision and consulting approach.

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SERVICES

We work with clients, providing exceptional consulting services that are catered specifically to their needs. Take a look below at the services we offer to achieve immediate results and meet your needs.

BUDGET ANALYSIS

Have you ever felt like "I just got paid, where did my money go?" Not only does creating a budget eliminate the "hole in your pocket" feeling, we use our years of experience to find ways for you to adjust that budget which creates more money per month for you.

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LIVE TEACHINGS

Isn't it tragic finances aren't taught in most schools? Would you like to increase the financial literacy of your spouse, best friend, kids, or other loved ones? A live teaching session puts you in a safe friendly environment to ask questions and master the information being presented. To simultaneously improve financial literacy and bond with loved ones, click below.

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INVESTING CONSULTING

Our advisers have years of stock experience. However, this is not a stock picking service. Our advisers will offer you ideas that may fit your goals. It is up to you to conduct your own research and make the investing decision. We are here to offer unbiased advice.

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1 ON 1 FINANCIAL ADVISORY

Step 1: Take a "before picture" of your financial status.
Step 2: Allow your financial adviser to create a customized plan for you.
Step 3: Execute that plan with a partner who will;
- Negotiate debts on your behalf
- Give practical tips and life hacks
- Do their absolute best to keep you focused and motivated

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LLC CREATION WALK-THROUGH

Have a business idea you want to bring to life? It could be difficult not knowing where to start. We are here to help you get your LLC started in your state, and we may know a tip that saves you money on the creation cost.

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Upcoming Events

Stock Seminar for Beginners: Building the Foundation
Sun, May 30
Register to receive Zoom link!
May 30, 2021, 10:00 AM
Register to receive Zoom link!
May 30, 2021, 10:00 AM
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Opportunity alert!! In honor of our founder's Birthday we are offering an intro to Stocks seminar for Half Off! For only $35 you open another world of money making opportunities while gaining the confidence to dive in. There will be plenty of tips and tricks along the way. This is a rare price! RSVP
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CONTACT US

Have a particular challenge you’re trying to deal with? Contact us today and see what we can do for you.

DC, MD, VA Areas (DMV)

Bossinvestingandconsulting@gmail.com

301-842-4045

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