Personal Success Package

Everything you need to reach your goals faster

1. 1. | FINANCIAL SUCCESS PLANNING

   A strategic plan for your personal finances & active support you need to make your goals a reality.

2. 5. | PROACTIVE TAX PLANNING

   Ongoing review of your tax situation so you'll know you're paying the least possible tax & can invest your income in other ways.

3. 2. | BALANCE SHEET PREP & ANALYSIS

   Gain power from knowing the exact picture of your current financial health. Know where you are & track your progress.

4. 6. | PREPARATION & FILING OF YOUR RETURN

   Your state & federal return will be taken care of in the best possible way, by our experienced professionals.

5. 3. | PERSONAL FINANCIAL REVIEW

   Know all the critical areas of your financial life are covered, plus guidance & help if anything is missing.

6. 7. | IRS CORRESPONDENCE ASSISTANCE

   Never fear correspondence from the IRS, State, or local agencies. We'll tell you what it means & exactly what needs to be done to address it.

7. 4. | WITHHOLDING ANALYSIS

   Review of your tax withholding to make sure you're aligned with your other goals and protecting against any bad surprises.

8. 8. | UNLIMITED ACCESS TO OUR TEAM

   Unlimited access to your personal financial advocate. We fight in your corner with knowledge & data you won't find anywhere else!