Marques Finance, PCF
Marques Finance
ph: (214) 3997850
ask
Services
The services that we offer can help a lot to keep track of where your money is going which is really important in these days!
Then it comes up the reality: I don't have time... it is too boring...
With our services we can provide ways to save your time and provide the information that you need and it is not supposed to be boring. We are here to make it simple!
Personal Finance Checkup
This is the first thing we do: you come, we listen to you and then we start working prodiving your profile starting from them to work with your goals. This information is important to bring awareness our situationCash Flow Management
You do not know where your money is going? It is here where we can find... With the correct budgeting tools you will have this information and another important aspect that only Marques Finance has: cross checking management. Do you know how much money you are losing when you don't check the extra money added to your credit card in restaurants for instance? We track, we call them and we have your money back guaranteed!
Rebate Management
You buy that laptop with a $200 mail-in rebate and where is the money? The answer is that the rebate companies want you to forget! It is easy way to make you buy the product and most of the time is guaranteed money for them.
We are here to track them and make sure you will send the correct information to avoid the famous "missing documents" that companies love to detect.
Pre tax return analysis
Are you concerned about your income tax? April 15th is coming and we can work with this as well, but how about next year? What are the activities in the middle of the year you can do in order to detect how much money you will pay? Income tax is a year-round activity and we are here to guarantee the best experience when tax return season comes.House Financial Bookkeeping
Where is my last year water bill? Where are my documents when I really need? Do you still keep throwing pre-approved credit cards in the trash? We are here to guarantee that you keep your personal information organized and the discard in the safest way the information you don't need - guaranteed!
And the messier, the better: organization is that we love to do!
Financial Training (kids, teens and adults)
Marques Finance Training has several tools to teach you the most updated financial planning topics in the way that you can be empowered to spread the knowledge to your friends and family. Come talk to us and we can personalize training materials to fit your needs
Do you need a specific service not listed?
Do you want more information about the services described?
We will be glad to help you! Please call us or send us an email and we will dicuss with you the best approach to solve your problem which is Marques Finance main focus
Marques Finance
ph: (214) 3997850
ask
