Legacy Planning

Our Mission, Vision & Values

Living Trusts

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Our Mission

"You Need It Specific™ is a beacon of hope and empowerment, committed to uplifting communities one home, one family, and one business at a time. Rooted and guided by divine grace, we specialize in real estate solutions, estate planning, notary services and community education. We provide awareness to homeowners, a voice for women, and a catalyst for protecting what rightfully belongs to you. Our mission is to create a world where everyone has the tools and knowledge to thrive, because when one door closes, we open a divine gate."

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Our Vision

"You Need It Specific™ , we envision a world where every individual has the opportunity to own their financial destiny, where communities flourish through collective empowerment, and where women can navigate all aspects of life with confidence and dignity. We aim to be the cornerstone of this transformation, serving as the go-to resource for real estate, financial education, and community upliftment. Through our diverse range of services, we strive to break down barriers and build You Need It Specific™ to a future where everyone has the chance to succeed."

Our Values

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Moral Integrity

Integrity is the foundation of our actions. We maintain the highest ethical standards in all interactions, ensuring transparency and trustworthiness in our services.

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Compassion | Empathy

Compassion drives our interactions. We approach each client with understanding and kindness, recognizing the emotional challenges they may be facing.

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Client-Centric

Our clients are our top priority. We are committed to delivering personalized solutions that address their specific needs and circumstances.

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Resilience

Emphasizing the importance of resilience means valuing the ability to adapt and persevere in the face of challenges, setbacks, and change.

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Expertise

We pride ourselves on our expertise. We continuously invest in knowledge and skills to provide the best guidance to our clients.

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Community Engagement

We actively engage with and support our communities, aiming to make a positive impact beyond our core services.

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Our Social Responsibility

Our social responsibility efforts reflect our belief that every action, no matter how small, has the potential to create a positive ripple effect. We remain dedicated to making a meaningful difference in the lives of individuals, families, and communities, both through our core services and our broader commitment to social responsibility.

Our commitment to social responsibility extends beyond our core business of foreclosure assistance, mortgage and notarization solutions. We believe in giving back and making a positive impact in various ways.

Ethical Approach

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Detailed Report

Comprehensive Financial Planning

Highlight your comprehensive financial planning services, which involve a holistic assessment of a client's financial situation. Describe how you work closely with clients to set financial goals, create personalized financial plans, and provide ongoing guidance to help them achieve their objectives. Mention areas you cover, such as retirement planning, investment management, tax planning, and estate planning.

Investment Management

Promote your investment management services, where you assist clients in building and managing investment portfolios aligned with their financial goals and risk tolerance. Explain your approach to asset allocation, portfolio diversification, and investment strategies tailored to individual needs.

Retirement Planning

Emphasize your retirement planning services. Describe how you help clients plan for a secure and comfortable retirement by assessing their retirement goals, estimating retirement income needs, and creating strategies for retirement savings and withdrawals. Highlight your expertise in optimizing retirement accounts, such as 401(k)s and IRAs.

Estate Planning and Wealth Transfer

Showcase your estate planning and wealth transfer services. Explain how you assist clients in preserving and transferring their wealth efficiently to heirs and beneficiaries while minimizing estate taxes. Describe strategies for creating wills, trusts, and legacy plans tailored to their unique circumstances.

What Are Our Customers Saying ?

I can't thank [Your Company Name] enough for their unwavering support and expert guidance. When my husband and I faced a sudden financial crisis, we didn't know where to turn. They were there for us, day and night, helping us make sound decisions.

JANE DOE

I've been a client of [Your Company Name] for years, and I can confidently say they've transformed my financial outlook. Their 24/7 services have allowed me to seize investment opportunities at the right moment and navigate market turbulence with ease.

JANE DOE

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TERMS OF SERVICE | PRIVACY POLICY | PRIVATE MEMBER ASSOCIATION

Address: Nationwide Services | Partnered

Sister Divisions: Divine Property Associates | Morney Signing Services, TX | CT Notary Hub | Golden Gates Consulting, CT