Choose the option that is right for you.
Level 1 -- Tax Preparedness
** We will help you gather all the necessary documents to make tax reporting smoother and receive your tax refund faster! **
- 2 reminder phone calls to assist in preparing even a complex situation so you have the most complete tax return possible.
- You will be added to our Monthly Digital Magazine list.
- Annual Fee of $199.00
Level 2 -- Tax Planning
** We will introduce you to strategies and concepts, such as the Rule of 72 that illustrates the time that it takes for your money to double, and a complete understanding of utilizing compound interest. **
- Same as Level ONE, PLUS reminders throughout the year of changes that may affect/ apply to your personal/ business situation.
- Added to our Bi-Monthly Digital Local Area Events list.
- Invitations to our Monthly Seminars AND a BOGO ticket for a friend or guest.
- Annual Fee of $349.00
Level 3 -- Tax Advisory
** This option includes a face-to-face and holistic financial overview that covers various factors of your tax situation. We will demonstrate advanced techniques that are appropriate for your financial goals. **
- Same as LEVEL ONE & TWO, PLUS the opportunity to have 2, 45-minute strategy sessions with our Tax Advisory Team to optimize your plan of action.
- Added to our Quarterly Print Magazine list.
- FREE Access to Monthly Seminars and other Invitation-ONLY Events.
- Annual Fee of $599.00
We encourage our customers to be aware of a rise in internet scamming. We would like you to know that here at Freedom Financial we will never ask you for any monetary information via our website. A Freedom Financial Representative will only ever ask for this information In Person after signing a contract.