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Free Consultation  ¦  25% Discount  ¦  Legal Forms  ¦  Financial & Tax Expert Advice  ¦  Financial Tools

Financial and Tax Expert Advice

Sweeten the prospects for your financial future by "brain picking" the experts!

Since financial and tax matters often overlap into legal matters, the membership also offers access to a variety of benefits in these areas:

Consumer Credit Services
Retirement Planning
IRS Matters/Disputes

A FREE 30-minute consultation with a Certified Public Accountant regarding income tax matters. If additional services are retained, you will receive a 25% reduction from the accountant's usual and customary fees.

As well as these services provided by our Financial Specialists:

Personal Services for: Business Services for:
Retirement Planning
College Funding
Life Insurance Needs
Estate Conservation
Charitable Giving
IRA Funding
General Budget Assistance
Buy-sell funding
Deferred Compensation
Executive Bonus
Key Person Protection
Voluntary Payroll Deduction Programs 
Qualified Plan Funding (SEP, Keoghs, 
401KS, Pensions)

Consumer Credit Services

Like it or not, consumer credit and your credit history can have an impact on your future.

Are you aware of your rights

The laws regarding consumer credit and access to your credit report are changing rapidly, and you owe it to yourself to be aware of your rights and remedies regarding consumer credit issues, such as:

Erroneous information on a credit report
Debt management and avoidance of bankruptcy
The effects of divorce and tax liens on your credit history

Our contracted attorneys have many years of experience in these areas, as do our financial consultants. Our members can get help with these areas via our legal and financial library, as well as advice and guidance from our nationwide network of attorneys and financial consultants. To become a member, and get help with your credit, click here.

 

Retirement Planning

Are you ready to quit working?

Statistics show that most Americans are not ready for retirement. But what are your options? And where do you start?

Good advice is always a good beginning.

Our members gain access to the expertise of our financial experts and attorneys to help with retirement planning at significantly reduced rates. If you'd like to learn more , or want to become a member, click here.

 

IRS Matters

Difficulties with the IRS-especially long term or serious issues-- can ruin your life. Take Control!

We provide members with IRS representation services performed by former senior level IRS employees. Whether you're facing an audit, battling a tax matter in court, or need assistance with a tax lien or balance due, our specialists can help.

 

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