Please Select the Best Plan for Your Company

 Includes:

Best for: Business owners with simple estates & retirement needs

• Two personalized estate and tax planning sessions per year
   
• Federal and state tax return review with annual tax strategy update
   
• 401(k), IRA, and Roth review for business owners or key employees
   
• Beneficiary audit and asset titling review (wills, insurance, and accounts)
   
• Basic investment portfolio review with risk alignment suggestions
   
• Access to retirement education webinars and tax resources
   
• Email support for follow-up questions and guidance

• Tax Strategy and Future Planning- Learn strategies to avoid future tax issues and receive tailored advice to optimize your finances going forward.

• Secure and Confidential Service-Enjoy secure, discreet handling of all your tax documents and filings, ensuring your privacy.

Base Price: $3500

Call for additional details

1-866-745-2295

 Includes:

Best for: Business owners with stock holdings, real estate, or growing wealth

• Three to four customized tax and estate strategy sessions per year
   
• Advanced tax planning with deduction maximization and asset allocation support
   
• Comprehensive 401(k), Roth IRA, and SEP IRA optimization for business owners and staff
   
• Personalized investment portfolio subscription with quarterly rebalancing
   
• Succession roadmap for business continuation or generational wealth transfer
   
• Quarterly progress check-ins and planning updates
   
• Priority phone and email support throughout the year

• Tax Strategy and Future Planning- Learn strategies to avoid future tax issues and receive tailored advice to optimize your finances going forward.

• Secure and Confidential Service-Enjoy secure, discreet handling of all your tax documents and filings, ensuring your privacy.

Base Price: $5000

Call for additional details

1-866-745-2295

 Includes:

Best for: High-net-worth individuals and families with complex estate needs

• Unlimited tax and estate planning sessions with a dedicated advisor
   
• Strategy for large transactions, equity events, or advanced gifting
   
• Full trust design consultation (revocable, irrevocable, family, or charitable)
   
• Custom 401(k), Roth conversion, and multigenerational IRA strategy
   
• Exclusive investment subscription service with active management and modeling
   
• Coordination with attorneys, CPAs, and family office professionals
   
• On-call access to a personal advisor and white-glove support services
   
• Tax Strategy and Future Planning- Learn strategies to avoid future tax issues and receive tailored advice to optimize your finances going forward.
• Secure and Confidential Service-Enjoy secure, discreet handling of all your tax documents and filings, ensuring your privacy.

Base Price: $7500+

Call for additional details

1-866-745-2295