ABOUT US
We are dedicated to raising financial awareness and empowering individuals, families, and businesses to take control of their financial future. Our mission is to empower individuals, families, businesses & communities to grow & secure their financial futures. We are committed to providing tax reduction solutions, asset & lifestyle protection, growth, stability, estate planning, legacy building, distribution planning and peace of mind by offering products designed to safeguard your loved ones and grow wealth — all while minimizing risk. With integrity, transparency, and personalized service at the core of everything we do, we strive to help our clients build lasting financial legacies and live confidently today, knowing tomorrow is protected.
Partnered with experienced CPA's, Ex-IRS Agents, Tax & Estate Planning Attorneys, & Licensed Insurance brokers, we can cover every angle while we sit with our clients and grow a relationship that can be relied on to assist with personal financial needs & awareness. We specialize in collaborating our talents and share in having the fiduciary responsibility in finding the best solutions for our clients.
We proudly serve new parents, baby boomers, retirees, business owners, entrepreneurs, working professionals, investors, all tax filers- and help make informed financial decisions tailored to their goals.
We offer comprehensive financial strategies to address critical concerns such as rising taxes, tax liability reduction strategies, inflation, market losses, outliving retirement savings, disability protection, legacy planning, debt management, asset protection, tax efficient resources, estate distribution, and financial indecision.
Our Services Include:
✔ CPA Tax planning, tax strategies, tax filing
✔ Emergency fund planning for financial security
✔ Financial education to increase awareness and confidence
✔ Strategies to improve cash flow and eliminate debt
✔ Tax liability reduction (deferral methods & efficiencies)
✔ Insurance solutions for life, health, and income protection
✔ Wealth-building, preservation & distribution strategies
Through Products, such as:
✔ Wills, Trusts - Estate & Tax Planning
✔Corporate Structures (Domestic & International) - Asset Protection
✔ Old (Former employer) 401K's / IRA Rollovers
✔ Fixed Index Annuities (Lifetime Income)
✔ College Savings/Life Plans
✔ Term & Permanent (whole & universal) Life Insurance
✔ Term with Living Benefits (chronic, critical, terminal illness)
✔ Long Term Care / Final Expense Insurance
✔ Defined Benefit Plans
✔ Traditional Investments (stocks, mutual funds, investments, bonds, real estate)
✔ Debt Relief/Credit Repair/ Student Loan Relief/Federal Loan Forgiveness
✔ Deferred Sales Trust or Charitable Remainder Trust - to reduce/eliminate capital gains tax on the sale of a high value asset
Our process:
- Provide a base of financial concepts that can be built on
- Identify where you are on your financial journey
- Customize solutions tailored to your goals
- Put into place the strategy that delivers the best results
At the core of our business are the values of honesty, transparency, integrity, and trust. We encourage our clients to be their authentic selves and take charge of their financial future with confidence.
Our long-term vision is to eliminate financial illiteracy by teaching people how money works and empowering them with the tools to build and sustain wealth.
We are committed to creating a future where financial success is achievable for all.
About Helen Hroncich
Helen Hroncich is a seasoned professional with over 24 years of experience in banking and financial technology. With a strong foundation in finance, accounting, and insurance, she is committed to helping individuals and businesses achieve financial stability and success.
Helen holds a Bachelor's degree in Psychology, a Master's in Public Accounting, and a Master's in Finance. She is a licensed Certified Public Accountant (CPA) in New York, a Certified Insurance Consultant, and a licensed Insurance Producer specializing in Accident, Health, and Life Insurance across multiple states. Additionally, she previously worked as a tax preparer for a tax franchise and is an active real estate investor, further expanding her expertise in financial services.
Her career began in the banking sector, where she dedicated over two decades to accounting and finance. She later transitioned into the financial technology industry, where she applies her extensive knowledge to financial controlling, reporting, and analysis, helping businesses navigate complex financial landscapes.
Helen is also passionate about raising awareness around tax strategies and planning, helping individuals make informed decisions that support their long-term financial goals.
Beyond her professional achievements, Helen is passionate about financial education, empowering families to build solid financial foundations. She believes in honesty, transparency, and integrity, guiding individuals and businesses through financial growth with a commitment to long-term success.
Born and raised in Queens, New York, Helen now splits her time between Forest Hills, NY, and New Fairfield, CT, where she lives with her husband, two children (ages 8 and 4), and their beloved cat. She embraces a minimalist lifestyle and enjoys traveling and interior decorating. A true lover of nature, she finds peace near bodies of water, particularly the ocean and lakes, which provide her with a sense of serenity and inspiration.
With a deep dedication to service and education, Helen continues to make a meaningful impact in the financial world, helping individuals, families, and businesses achieve financial well-being.
Helen's Story
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"From an early age, I was drawn to money—not just earning it, but understanding how it worked. I loved counting, organizing, and categorizing it, not knowing then that this curiosity would one day become my calling. As a first-generation American, I was determined to follow the American Dream. I immersed myself in every program, idea, and opportunity that could help me succeed, learning all I could through school and hard work. I followed every instruction I was given, thinking it would lead to financial security—but even with advanced degrees, a CPA license, and experience in banking and working for a billionaire, I still found myself living paycheck to paycheck.
When my father passed away at age 21, I was confronted with the financial realities that come with death—how planning, or the lack of it, leaves lasting effects. That moment shaped me. Later, when I had children of my own, I became deeply curious about building a legacy and creating a different financial future for them—one better than what was left for me. I began surrounding myself with entrepreneurs and financially successful people. That’s when everything changed. I discovered that there are two financial systems: one taught to the working class and one practiced by the wealthy. The surprising truth? Everyday people can access the same tools used by the wealthy—they're just not taught in schools or shared in the corporate world.
I started making different decisions with my money. I stepped outside of the traditional education and employment system and began learning directly from seasoned professionals: CPAs, estate and tax attorneys, ex-IRS agents, real estate experts, and insurance and annuity advisors. Through these connections, I gained a holistic view of financial wellness and realized how interconnected everything is.
Today, I work alongside trusted partners who share a fiduciary responsibility to always do what’s best for our clients. We support and guide one another so we can serve others with integrity and care. My goal is to help others avoid the confusion and struggles I went through—to save them time, protect their wealth, reduce their taxes, and build legacies they can be proud of.
" - Helen Hroncich, CPA