GET STARTED WITH FOUR STEPS


Provide a brief summary of your assets for your financial professional to complete a financial profile for you. This takes about 20 minutes and provides the back office with a high level picture of your finances.

Once the back office receives your profile, the planning begins. Within 7-10 days, the team will design a personalized tax reduction plan with a goal of legally slashing your tax bill by at least 50%.

The back office will present the plan to you. and make any adjustments that are necessary for your personal situation. You get to decide whether or not you wish to implement the plan and with or without your current CPA.

With your approval the back office can often redirect some of the tax savings into tax-protected investments. creating even more income for you in the process. This creates a powerful cycle of saving money and reinvesting it to exponentially grow your wealth.