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DotFin

Financial Success Fulfilled by Power Forward Group

Financial Planning for Business Owners

We help Amazon sellers and eCommerce business owners spend less time coordinating their financial lives, reap tax benefits, and prepare for the future so they can focus on their growing their business today.

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The DotFin Planning Process

Here's What You Can Expect


Acquisition | New York City, NY | PowerForward Group

Acquisition

Learn about each other and determine if we're the right fit. Discuss your targets and goals going forward.

Inventory | New York City, NY | PowerForward Group

Inventory

Find out where you are today, what the moving parts of your business.

Fulfillment | New York City, NY | PowerForward Group

Fulfillment

Executing on a plan that's right for you and your business.

FAQs


What is your philosophy when it comes to working with people like us?

We understand that for many of you, your personal finances and your business's finances depend on each other. Our comprehensive and collaborative planning process allows us to look at the two together and leverage both to create your version of financial success.

What types of services do you provide eCommerce business owners?

As an independent firm, we are able to offer a variety of services and products and we shop the marketplace to ensure we're providing the most efficient and appropriate one for you. From pensions, 401(k)s, hybrid retirement plans, insurances, investment management, etc. we will tailor our strategy to your needs.

I already have an accountant, what makes you different?

Power Forward Group is a full-service financial advisory practice. We work on creating a plan for your future, maximizing your profitability and minimizing taxes. In many circumstances, we'll work directly with your accountant to structure this plan in a way that makes the most sense for you. The combined expertise will give you the most benefit.

What do your services cost?

At PFG, we don't charge planning fees. We believe that in order for us to give you the most value, we'll need to have a few conversations, gather data, and do the analysis. It is completely up to you if you want to move forward with the implementation of our recommendations. At that point we'd be sure to discuss how we get compensated. In general, for products like the insurances we get paid a commission directly from the company we choose that's best for you, and on the investment side we will charge a percentage of the assets we manage.

How do I get started?

Fill out this simple form, someone from our team will be in touch to compare schedules and get a time on the calendar to meet. All meetings are held virtually via zoom.

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