We are your Trusted Estate Planning Attorneys and Financial Advisors in Miami and all accros Florida

"Welcome to MONEYWISE BUSINESS GROUP, a boutique estate planning firm in Miami and all across Florida, dedicated to protecting families, businesses, and preserving wealth.

Our passion lies in helping business owners, affluent individuals, and high-net-worth families secure their legacies for future generations.

With personalized tax saving strategies and a deep commitment to excellence, we guide you through the complexities of estate planning to ensure your assets, loved ones, and life's work are protected with care and precision."

  • LIVING TRUST in Miami, Florida

    LIVING TRUST

    WE CREATE A REVOCABLE OR IRREVOCABLE LIVING TRUST FOR YOU

  • CREATE YOUR WILL IN MIAMI, FLORIDA

    WILL

    WE CREATE OR UPDATE YOUR WILL

  • ASSIGN A GUARDIANSHIP FOR YOUR KIDS IN MIAMI, FLORIDA

    GUARDIANSHIP

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  • WE MANAGE YOUR WEALTH IN MIAMI, FLORIDA

    WEALTH MANAGEMENT

    WE WILL ADVISE TRANSFER OWNERSHIP OF YOUR ASSETS

  • RETIREMENT PLAN IN MIAMI, FLORIDA

    RETIREMENT PLAN

    What should we know about the services you provide? Better descriptions result in more sales.

  • LIFE INSURANCE

    LIFE INSURANCE

    What should we know about the services you provide? Better descriptions result in more sales.

  • HEALTH CARE SURROGATE

    WE CREATE A HEALTH CARE POWER OF ATTORNEY, DIRECTIVES AND A LIVING WILL FOR YOU

  • POWER OF ATTORNEY

    WE CREATE A POWER OF ATTORNEY FOR YOU

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