Estate and Tax Planning Subscription

Includes:

Best for: Business owners with simple estates & retirement needs

Two personalized estate planning services and tax planning services 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 financial subscription services that offer 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 planning services and estate planning services 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 financial subscription services for investment portfolios 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 estate planning services, including 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 financial subscription services with active investment management and modeling

Coordination with attorneys, CPAs, and family office professionals

On-call access to a personal advisor and white-glove support services

Tax planning services 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