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ForbesMaximWealthInsider

Every day, 1,700 new millionaires are minted in the United States.

The majority have tax mitigation as a top investment priority.

1700

The number of millionaires minted in the United State every day.

The majority have tax mitigation as a top investment priority.

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We give you the tools, training, and support to attract and close more HNW clients through tax strategy.

48%
Our average tax bill reduction for HNW families
80%
Average closure rate for FAs when presenting strategic tax plans to HNW prospects
100%
Average 2-year AUM growth for RIAs who add tax planning to their practice
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Real advisors. Real results.

The only change these practices made was adding strategic tax planning to their services.

Practice A

RIA, North Carolina*

Practice B

RIA, Texas*

Practice C

Independent Advisor, Texas*

*Results independently verified by Broker check and SEC. Practice details kept private to protect client confidentiality.

What our clients are saying

"Their insights have made
us a more valuable firm."

– Mikayla Raleigh, Raleigh Wealth Solutions

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"An enormous positive impact on my practice."

– Bryan Hamer, Accurate Advisory Group

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"A real game changer."

– Jonathan Howard, Accurate Advisory Group

Ready to learn more?

Schedule a free 30-minute Zoom call with one of our partners