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Welcome to Asset Management!

What is Asset Management anyway?

The landscape of life is ever-changing! When your financial security and future are at stake, you need advice you can trust and help you can count on. Our integrated wealth planning solutions are designed to strategically coordinate all aspects of your financial life -- now, and into the future!

 

And that's why we choose AMERITAX FINANCIAL to manage our clients' asset tracking needs. The expertise they bring is second to none in the world of accounting, bookkeeping, accounts receivable and accounts payable, and we choose only the best for you!

Our #1 priority is YOU, your family and your business.

           Consider us an extension of you...

                          stabilizing your future on a path of financial freedom.

How does it work?
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Asset tracking and management is available to anyone... everyone... and is an invaluable tool utilized for our grant recipients. 

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As an individual, the basic flat rate of $99.99 per month will cover the administrative costs and bill-pay fees of 1-10 monthly bills submitted in your grant. Additional unlimited bills are included at a rate of $9.99 per bill.  Businesses will pay a flat rate of $199.99 per month for 1-10 bills and $14.99 per bill after 10 bills. 

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It may seem counter-intuitive to pay someone to manage your assets or your bills, particularly if you have a low net worth. But ask yourself:

"What are you willing to do today

to be financially independent

and debt-free tomorrow?"

Invest in your future for as low as $99.99 per month, and consider the value of these:

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  • Structured framework for debt planning

  • Strategic financial planning

  • No merchant fees and costs associated with online bill pay

  • Consistent levels of service with your providers over the entire asset life cycle 

  • Streamlined monthly obligations with minimal risk for oversight error

  • Improved time management

  • Peace of mind, and

YOUR Debt is reduced years early 

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