Why choose P.A.I
Discover our wealth management path
Discover our wealth management path and join P.A.I on the journey to financial success and prosperity!
Expertise and Experience
With a team of highly experienced professionals who deeply understand various financial domains, we commit to providing you with the most optimized financial solutions.
Comprehensive Services
From retirement planning to investment management, from estate protection to tax reduction, we offer a range of comprehensive financial services to help you achieve your financial goals.
Support and Advisory
We are committed to providing deep support and advisory, from strategy formulation to implementing financial decisions, ensuring you feel confident and secure on your financial journey.
The importance of changing and building a business
After sharing all the knowledge with you about strategies and tools to protect assets through the use of Trusts, building a solid foundation for business from the early stages, and planning long-term to create prosperity and preserve assets for the future. For me, laying the basic groundwork to develop a robust business model requires focus and clear planning from the beginning. I have always emphasized in the GPS 6-step course the importance of changing and building a business.
01.
Mindset
Changing the investment mindset of individuals and groups. Building a solid foundation for financial success and sustainable asset preservation.
02.
Plan
Creating a perfect plan and detailed structure for business activities and investments in all fields.
03.
Knowledge
Broad knowledge helps strengthen the foundation of personal financial management, optimize costs, and increase profits.
04.
Implement
Turning ideas into action with in-depth knowledge and techniques to optimize tax and retirement investments.
05.
Wealth
Accumulating assets effectively to generate multiple streams of income simultaneously. Creating powerful tools to open the door to success and prosperity in the future.
06.
Legacy
Building a future that is not only materially rich but also prosperous in mindset, leaving a solid and meaningful legacy for future generations.
Minimal investment,
Maximum results
Our pricing model is designed to offer flexibility while ensuring you receive exceptional value.
ESSENTIAL
This package serves as the fundamental step in your estate planning journey. With live support available during business hours, Monday to Friday, you’ll have access to valuable guidance and information. Learn about the benefits and intricacies of a Revocable Living Trust, understand the process of incorporating a company, such as an LLC, and explore options for establishing retirement investments like IRAs, ROTH IRAs, and SEP IRAs.
$299
monthly
+ Company incorporation establishment (LLC)
+ Revocable Living Trust Information
+ Business Structure
+ Retirement Investment Establishment (IRA, ROTH IRA, SEP IRA)
+ Other services
ESTATE PLANNING
Dive deeper into estate planning with our comprehensive package. Enjoy personalized 1-1 Director Support, available by appointment only, where you’ll receive up to 2 hours of dedicated assistance per session. Gain insights into advanced estate planning strategies, including asset protection and business structure optimization. Take steps to establish a Revocable Living Trust, ensuring your assets are safeguarded for the future. Live support is available throughout the week to address any questions or concerns.
$899
3 months
+ Estate Planning
+ Asset Protection
+ Business Structure (Trust, LLCs, S-Corp,…)
+ Revocable Living Trust Establishment
+ Company Incorporation (LLC)
+ Retirement Investment Establishment (IRA, ROTH IRA, SEP IRA)
+ Mortgage Loan (Conventional, DSCR, FHA)
WEALTH MANAGEMENT
Elevate your financial strategy with our Wealth Management package, designed for long-term success. Benefit from exclusive 1-1 Director Support, offering personalized consultations to address your specific needs and goals. Preserve your legacy for future generations while implementing effective estate planning and asset protection measures. Optimize your business structure, establish a Revocable Living Trust, and receive ongoing support to diversify your business models. Explore opportunities for retirement investment establishment, reinvesting assets, and minimizing tax obligations. Discover the advantages of our Eternity Banking System, ensuring financial stability and growth for years to come. With live support available throughout the week, you’ll have the resources and guidance you need to achieve lasting financial prosperity
$2,699
1 Year
+ Legacy Preservation
+ Estate Planning
+ Asset Protection
+ Tax Reduction
+ Business Structure (Trust, LLCs, S-Corp,…)
+ Revocable Living Trust Establishment
+ Company Incorporation (LLC)
+ Retirement Investment Establishment (IRA, ROTH IRA, SEP IRA)
+ Reinvest, diversify business models
+ Book Keeping
+ Mortgage Loan (Conventional, DSCR, FHA)
EDUCATION COURSES
WEALTH GROWTH, PRESERVATION, STRATEGIES ACADEMY
- Change the mindset of investors and business owners, laying the groundwork for future generations.
- Develop practical skills to build a strong and sustainable financial foundation.
- Build personal and family prosperity.
- Gain a better understanding of personal financial management and investment through basic and advanced knowledge.
- Apply strategies and techniques to optimize tax and retirement investments to achieve personal financial goals.
$1,999.00
INVESTMENT & ESTATE PLANING SEMINAR
- Provide in-depth and detailed knowledge from experienced experts in the field of finance and investment.
- Create Business Structures, LLCs, and Trusts right in the seminar for each individual with suitable structures.
- Help members build investment structures and asset protection right in the seminar.
- Support members in applying knowledge to practice through exercises and discussions.
- Create a positive learning environment where students can share and learn from each other.
$649.00
PAI Wealth Management 