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See Our Services

Explore a comprehensive range of financial services designed to meet your unique needs. At Mishpacha Business Solutions, we focus on delivering personalized solutions that maximize your financial potential and guide you towards a secure future.

Service Highlights

No Compromise, Just Maximize

Comprehensive Financial Planning

A holistic approach to financial planning, customized to align with your life goals and aspirations.

Investment Management

Optimize your investments with strategies from Mishpacha Business Solutions that balance growth and risk effectively.

Tax Planning and Optimization

Reduce your tax burden with expert advice and efficient strategies, all in compliance with the latest regulations.

Retirement Planning

Plan for a comfortable retirement with structured solutions from Mishpacha Business Solutions that ensure you’re ready for the future.

Risk Management

Protect your assets with a proactive approach to identifying and mitigating financial risks.

Estate Planning and Legacy Solutions

Secure your legacy with comprehensive estate planning services, ensuring your assets are protected and passed on according to your wishes.

Business Financial Consulting

Support your business’s financial health with strategic consulting from Mishpacha Business Solutions. We offer tailored advice on cash flow management, budgeting, and growth planning to help your business thrive.

Education and College Planning

Prepare for your children’s future with a solid education savings plan. Mishpacha Business Solutions provides guidance on college savings options and investment strategies to help cover education costs without compromising your other financial goals.

PRICING

Choose Your Service Package

ESSENTIAL SERVICES

Price: $99/service

Perfect for individuals with immediate document needs

Single notarization (in-person or online)
Apostille service for one document
Basic document review and guidance
Same-day or next-day availability
Professional, certified service

No contracts - cancel anytime

CREDIT BUILDER

(Most Popular)

Price:$297/month

Perfect for individuals with immediate document needs

Comprehensive financial planning with customized advice
Access to advanced investment strategies
Bi-weekly check-ins with a dedicated financial advisor
Full access to online resources, including webinars and tutorials
Priority email support for quick answers to your financial questions

No contracts - cancel anytime

AGENCY PLAN

$147/month

Full-service financial management tailored to complex portfolios
Personalized tax and retirement planning strategies
Weekly one-on-one consultations with a senior advisor
Unlimited access to all online resources, including premium content
Priority support with dedicated client success management

No contracts - cancel anytime

What Our Clients Say About Mishpacha Business Solutions

At Mishpacha Business Solutions, our clients are at the heart of everything we do. We are proud to have helped individuals and families achieve financial security, build wealth, and plan for the future with confidence. Our commitment to personalized service and expert guidance has earned us the trust of clients who value a partner that truly understands their unique financial goals. Here’s what some of our satisfied clients have to say about their experiences with Mishpacha Business Solutions and how we’ve made a difference in their financial journeys.