Choose Your Path

CHOOSE YOUR PERFECT PLAN FOR YOU

12 Month Money Back Guarantee!

For all Life Strategist customers, our team will present to you and assist with implementing a legitimate, bonafide, and verifiable strategy to save you at least 25% - 100% toward your current, previous, or next year’s taxes or your money back.  GUARANTEED!

Select the plan that best fits your needs and seamlessly adapts to support your future growth.

The Life Starter

$2,997

  • Revocable Living Trust

  • Basic Estate Planning

  • Will

  • Living Will

  • Children's Guardianship Documents

  • Financial Power of Attorney

  • Health Care Directive

  • Social Security / Medicare / Medicaid Planning

  • Life Insurance Consultation

  • Document Cloud Storage 

RECOMMENDED

The Life Strategist

$29,997

Everything in

The Life Starter

PLUS...

  • Tax Mitigation Planning (Annual Reviews)

  • Retirement Planning (Annual Reviews)

  • Comprehensive Estate Planning

  • Revocable Living Trust (Annual Reviews)

  • Informal Business Valuation * 

  • Business Exit Plan *

  • Employee Benefits Consultation *

  • Business Structuring Consultation *

  • Partnership Buy/Sell Agreement Consultation *

* If you're also a business owner

BEST VALUE

The Life Saver

$90,997

Everything in

The Life Starter

AND

Everything in

The Life Strategist

FOR

  • You and up to 3 of your employees, family members, or friends (4 total)

The Life Succession

Have More Than 4 Families to Protect and Provide For By Giving Them A Life Strategist Package?

Schedule an appointment with our certified Life Strategists to discuss custom options.

GET STARTED

Virtual / Video

Schedule A Virtual Meeting

Phone

Schedule A Phone Meeting