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Deliver the strategies.
Gain the trust.
Win the business.

Unlock a steady stream of HNW leads
through the power of tax planning

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

The majority have tax mitigation as a top investment priority.

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1700

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

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The majority have tax mitigation as a top investment priority.

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*

RIA NC Chart

Practice B

RIA, Texas*

RIA Texas Chart

Practice C

Independent Advisor, Texas*

RIA Independent FA Chart

*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

"An enormous positive impact on my practice."

– Bryan Hamer, Accurate Advisory Group

"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