Membership
$500 Upfront + $40/Monthly
Silver WealthCheck™
Initial/annual one hour tax review
Initial/annual one hour estate plan review
Initial/annual one hour entity review
Autographed copy of The Entrepreneur's Manifesto: A Collection of Smart Financial Advice
10% off a la carte services
Premier Client Services
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Tax return preparation (one entity)
Payroll review and implementation
Health insurance review and implementation
Retirement review
Entity formation (one entity)
Asset protection review
Estate plan review
Life insurance review and implementation
Qualified plan - 401(k), PSP, DB Plan
Monetized installment sale
Mergers and acquisition consultation
Life insurance services
Financial services
Non-qualified plan review
Captive insurance company consultation
