Subscribe Financial Advisors - Think Outside the Tax Box

WE HELP YOU BUILD MORE TRUST WITH YOUR CLIENTS.

THE SECRET WEAPON OF
FINANCIAL PLANNERS

We help you become the linchpin in your client’s financial team.

WHY DO PEOPLE PAY FOR YOUR SERVICE

Because they trust you. When you proactively offer financial planning strategies that will save money on their taxes, your clients will continue to consider you vital to their business. 

PROVIDE MORE VALUE

“As a financial planner, you need this information so you can work with other financial professionals to get more clients. You’ll gain a greater understanding of how the investment side impacts the tax side. You’ll give your clients the knowledge they need to talk confidently to their accountant about tax-reduction strategies. You’ll also be able to direct your client’s tax savings into suitable financial investment products.

For example, with the knowledge of the recent passed CARES Act, you’ll be able to help your clients get more money out of their IRA to invest without paying any tax penalties. We can help you be a vital source of information to your clients.”

-Jake  Roberts, Financial Advisor

30-DAY MONEY BACK GUARANTEE

Join now and enjoy a 30-day money back guarantee —if you aren’t
completely satisfied, feel free to cancel any time!

CHOOSE THE RIGHT SUBSCRIPTION FOR YOU!

MONTHLY SUBSCRIPTION

$25

Per Month

New tax-reduction strategies
every 2 weeks

Breaking news updates on
tax law changes

Client Alerts and Articles

Citations for All Strategies
 
Exclusive Interviews 
 
Checklists and Templates

YEARLY SUBSCRIPTION

$249

Per Year

New tax-reduction strategies
every 2 weeks

Breaking news updates on
tax law changes

Client Alerts and Articles

Citations for All Strategies
 
Exclusive Interviews
 
Checklists and Templates
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