Membership Services

Join and become a member and receive exclusive tax and investment services not available anywhere! The best value service for service on the market right now.

💼 Empowering small businesses with expert financial and retirement solutions.

Our membership tiers are designed to fit your needs and budget, offering exclusive access to services that help you save time, money, and stress.

A membership that puts real value at your fingertips. 

Additional Value-Add Services per tier:

Complimentary One-on-One Financial Consultation

Offer a 30-minute consultation with a financial advisor for the business owner or their employees.

Employee Retirement Education Webinar

A one-hour webinar or workshop tailored for employees to help them understand the importance of saving for retirement and how to utilize their benefits effectively.

Discounted Payroll Services for Retirement Contributions

Partner with a payroll provider to offer discounted or integrated services that make 401(k) or IRA contributions seamless for small businesses.

Tier 2

Access to Exclusive Financial Tools & Stock Recommendations

Provide tools like a retirement savings calculator, tax planning software, or a budget tracker that both the business and employees can use.

Retirement Plan Review for Business Owners

A personalized review of the business owner's retirement savings and investment strategy, ensuring alignment with their long-term goals.

Free 401(k) Plan Feasibility Assessment

For businesses considering setting up a 401(k), offer a complimentary feasibility study to show the potential costs, benefits, and tax advantages.

Tier 3

Business Tax Planning Session

Provide a session focused on strategies to reduce taxable income through retirement savings and other deductions.

Monthly Financial Newsletter

Deliver a professionally curated newsletter with updates on tax laws, retirement tips, and investment strategies relevant to small businesses.

Priority Access to Other Premium Services

Allow members to get early or exclusive access to any new retirement or investment plans you launch.

Free Access to a Financial Literacy Library

Provide digital resources, including eBooks, videos, or guides, covering topics like tax optimization, retirement planning, and employee financial wellness 

✅ Over $750 - $1000 in Value Across All Tiers
✅ Tailored Support for Small Businesses & Employees
✅ Expert-Led Classes and Financial Planning Tools
✅ Tax Planning & Investment Guidance

Choose the membership that best suits your business and take the first step toward financial success: