Wynne
Financial

Win With Wynne

.

Self-Employed Tax Credit (SETC)

• No risk to see if you qualify!
• Up to $32,220!
• 5-year Audit Assistance

• Top Notch is a second option for SETC
• No upfront costs!
• Get an estimate today!

Employee Retention Credit (ERC for business)

Under 50 employees?

• Top Notch ERC helps small + micro businesses
• No upfront costs!
• Deadline approaching soon

Your Healthcare Solution

✅ Low Out-of-Pocket expenses✅ Improve network and benefits✅ $0 deductible plans!

Group Plans (for business)

✅ OpEx management✅ Increase Retention, Recruiting, and Revenue✅ $4000 savings per employee per year

Debt Relief: A Fresh Start

Our partner Prosperity Financial Network (PFN) acts on your behalf to negotiate with your creditors to reduce the amount of debt that you owe, with the goal of paying off your enrolled debt entirely.

  • Solution 1. Debt Settlement

  • Solution 2. Credit Repair

  • Solution 3. Federal Student Loan Forgiveness

You Are The Greatest Asset

Life insurance ensures that in the event of the unexpected, your family's financial security will remain intact."When you walk out,
your life insurance money walks in."
- Ben Feldman

  • Protect Your Family & Home

  • Preserve Your Wealth

  • Provide Stability

Estate Planning: Your Legacy

• Distribute your assets according to your wishes
• Reduce the tax burden on your heirs
• Minimize the potential for family conflicts

  • Revocable/Irrevocable Living Trust

  • Last Will And Testament

  • Financial Power of Attorney

  • Health Care Directives (Living Will)

Tax Services

• Maximize Your Refund
• Tax Professional Expertise
• Minimize the Stress

  • Connect with a Professional

  • Upload Documents

  • Review - Confirm - Sign

  • Get Your Refund

6 Concepts:
Financial Freedom

About

Wynne FinancialWynne Financial, your premier financial and insurance brokerage with cutting-edge solutions for yourself and/or your business. Our adept team caters not only to individuals and families but also extends its expertise to CPAs, insurance agents, law firms, financial advisors, and businesses eager to refine their financial strategies. Uncover the transformative potential of Wynne Financial, offering specialized insights into financial consulting, risk management, tax strategies, asset protection and insurance solutions.Customized Financial Solutions for Every Need:
Wynne Financial stands out as the beacon of financial success, providing tailor-made solutions to meet the distinctive needs of individuals, families, and businesses.Trusted Business Solutions for Professionals:
CPAs, insurance agents, and law firms nationwide trust Wynne Financial for its prowess in crafting financial solutions that enhance their practice's financial health and ensure sustained growth.Premium Financial Advisory Services for Optimal Results:
Financial advisors and companies seeking elite financial advice turn to Wynne Financial. Our seasoned experts craft strategies that maximize opportunities and minimize risks, guiding you toward your financial aspirations.Debt Relief Solutions for a Liberated Future:
Wynne Financial is the ally for those looking to break free from debt's shackles. Our specialized debt relief services are designed to alleviate financial burdens and pave the way for a debt-free future.Unlock the Potential of the Employee Retention Tax Credit:
Businesses across the nation can transform their bottom line with Wynne Financial's comprehensive support and expertise in navigating the Employee Retention Tax Credit landscape.Navigate Self-Employed Tax Credits with Confidence:
Self-employed individuals nationwide can benefit from Wynne Financial's in-depth knowledge of the Self-Employed Tax Credit. Let us guide you through the intricacies of claiming this credit and optimizing your tax position.Healthcare Solutions Tailored for Small Businesses:
Small businesses everywhere looking to navigate healthcare complexities turn to Wynne Financial for solutions tailored to their unique needs. Our expertise ensures you find the right healthcare options that align with your budget and employee requirements.

Stand Out Features

- tax strategies
- healthcare (individual & group)
- tax-advantaged retirement
- college funding
- asset protection
- debt forgiveness/consolidation
- estate planning
- business expansion (for professionals & agencies only)

Wynne Financial emerges as your ultimate ally in the pursuit of financial success. Whether you're an individual, a business, or a financial professional, our tailored solutions cater to your unique needs. Experience the transformative potential of Wynne Financial, specializing in finance and insurance solutions. Choose Wynne Financial for a brighter and more prosperous financial future.Win With Wynne.

Become A Partner

• Leverage your time
• Add value to your clients
• Boost your revenue
• Personal coaching from PatrickWynne Financial proudly partners with Bettr.

Partners

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