We offer a variety of services in the financial and business realm, whether for individuals or businesses. CFP Financial Solutions has been providing quality service in the SF Bay area for over 35 years. We specialize in financial consulting, requiring skills in financial and estate planning, taxes, accounting, business start-ups and re-engineering, insurance, real estate, loans and mortgages, loss mitigation, fiscal agency, and receiverships. You can count on CFP Financial Solutions for all your financial consulting and counseling needs. Audi Constance takes her fiduciary oath and duties seriously with all her clients, raising the bar in professionalism, integrity, and efficiency.
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Financial Solutions
CFP Financial Solutions offers a wide range of financial professional services, from financial planning, tax services, accountancy, foreclosure prevention, asset and liability management, and debt counseling. Call us now for a free consultation on how we can become your trusted financial consultant.
Services Offered:
Loss Mitigation Counseling (Foreclosure
Prevention, Certified Housing Counselor)
Tax Resolution, including prior year returns
Fiscal Agent, trusts and money management
Financial and Estates Planning
Tax Return Preparation for Individuals
and Businesses (CTEC ID A168247)
Accounting and Payroll Services onsite or
online (Quickbooks Pro Advisor)
Real Estate (DRE Lic. #10336961)
Property Management
Insurance (CA License #0D66974)
Asset and Liability Management
Wealth Accumulation
Debt Counseling and consolidation
Business Management and Systems
Consulting
Mortgage Consulting
Business plans, marketing
campaigns, and loan packaging
Business Start-ups and maintenance
Business process re-engineering
Financial Literacy and Business training,
one-on-one or in a classroom environment
Special training requirements with
Courseware Development
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