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Our Vision is to Design, Plan and Improve Financial Lifestyles that Allow You to Achieve Success

Who is
‍Puntos de Sabiduria?

Our mission is to share with you the wisdom, knowledge, and experience we have acquired on our path to success. Our desire is to help you discover your talent, the skills you possess to reach your maximum potential. We want to educate you on what no one taught you about finances: how the world of money works, how to use financial tools to your advantage, how to eliminate debt quickly, how to plan your future, in addition to everything you need to improve your quality of life and achieve success step by step.

Economic potential

PDS Table Data

Plan your financial future because that is where you will spend the rest of your life, if you don't do it, someone else will do it for you.

Did you know that over the course of your working life more than ONE MILLION DOLLARS will pass through your hands?

Ask yourself this question:

During the last 10 years of work, have you been able to save at least 10% of what you have earned?

Services

We offer you the power to advise you to create strategies that help you prosper, protect and preserve your money.
Individual and Family Plans
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Business Owners
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Money Management Plan
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We want to help you at all times

Do you want to learn even more?

Find our wisdom near you

We want to help you at all times

01

Help with immigration status

Do you need advice for your immigration situation or that of your family? We can help you!

02

Help filing taxes

¿Quieres saber cómo recibir reembolsos, realizar pagos más pequeños o pagar tus impuestos correctamente?
Visita la pagina

03

Help with real estate

Are you looking to have your own home or pay your mortgage in less time? visit the page

04

Help with health insurance

Do you need to provide security and health care for your family?

05

Help for wills

Do you want to avoid difficulties for your family when you are no longer there?

How can we help you?

Check Mark

New habits to manage and create wealth

Money tree

Multiply your savings by earning real interest
(what the bank does not produce)

Family

Protect the integrity and future of your family

Blessed

Experience a deeper relationship with God