Networth $250K - $499K

✓ I will shop around for the highest return and highest return bonus plan to get your cash value increased on day 1 through over 100+ financial insurance companies.

✓ Diversify strategies to keep assets growing as needed

✓ SafeGuard all investment from Majority of ALL risk

✓ Check previous years of tax returns against any other tax credits allowed.

✓ Create a full financial service income/versus expense ledger. 

✓ Generational Health Strategies to help thrive longer during retirement

Other perks include discounts and rebates on other services you currently pay or services you will need in the future and we will shop costs for some of these features:

✓ Mortgage Loan Discount Points and Closing Costs

✓ Home and Auto Insurance

✓ HealthCare and Medicare Costs

✓ Life Insurance Needs

✓ Long-Term Care Costs

✓ Estate Planning 

✓ Income Tax Filing

✓ Vacation Packages

✓ Luxury Car Rental

✓ First Class Round Trip

✓ Invitation at select sports games

✓ Invitation to Wealth events

✓ 1 Year of Wealth Membership Services