We are not a lead generation system, IMO or FMO.
By becoming a Tax Deferral Consultant you can instantly differentiate yourself from every other financial advisor. You can access 100% of your client’s net wealth instead of the 20% or less you are chasing now, and you can attract higher net worth clients because you have services they need that no one else can offer.
A Tax Deferral Consultant uses tax structures to legally reduce, defer, or avoid capital gains taxes against hard assets like personal property, investment property, or businesses. We offer 12 tax deferral strategies, not one or two. No one else in the industry does this.