Services That Set You Up for Long-Term Success
Your business deserves a solid foundation.
Let’s walk through the best structure for your goals and get you registered with confidence.
Business Formation Services
Start smart. Structure right. Protect your brand from day one.
At WealthCrest Financial, we don’t just file paperwork — we help you launch with strategy. Whether you’re forming an LLC, S Corp, nonprofit, or partnership, we guide you through each step to make sure your business starts with clarity, compliance, and long-term success in mind.
We handle the setup so you can focus on growth.
Why Proper Formation Matters
Starting a business without the right structure can lead to tax headaches, liability issues, or missed opportunities for funding. Our formation services ensure you're set up the right way — with your business goals and industry in mind.
Business Formation Plans
Formation Essentials
Perfect for new business owners who need to launch quickly and correctly.
Includes
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Consultation to choose the right business structure
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State formation filing and document preparation
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EIN registration
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Operating Agreement or Company Bylaws
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Compliance basics checklist
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Business banking setup guide
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Post formation next steps plan
Business Formation Plans
Entity Success Framework
For business owners who want a fully polished, compliant, and funding ready setup.
Includes
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All services in Formation Essentials
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Business licensing research and registration
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Proper NAICS code selection
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Business address, phone, and digital presence alignment
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Professional email and domain setup
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Business credit compliance setup
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Vendor account starter list
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30 day launch checklist
Who's This Perfect For
New Entrepreneurs Starting a Business
Business Owners Seeking Proper Structure
Those Who Want Funding-Ready Setup
Entrepreneurs Who Need Compliance Guidance
Business Owners Building Credit from Day One
Those Who Want a Professional Launch
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