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ADVANCED FINANCIAL FREEDOM™ MEMBERSHIP
Protect & Grow Your Wealth With Tax Planning:
  • ​Pay less income taxes, or even enjoy a tax-free retirement!
  • ​​Maximize your wealth through strategic tax planning. 
  • ​​Money back guarantee. If we can't create a tax plan that shows a benefit of at least equal to 10X the plan cost, we'll refund the planning fee in full.
  • ​We use a comprehensive data gathering process to provide you with a personalized TAX SENSITIVE income distribution plan for your retirement that provides a predictable paycheck for the rest of your life!
  • ​Keep more of your money with reduced Required Minimum Distributions. PLUS reduce or eliminate taxes on Social Security benefits/Medicare surcharges. 
The world's first 'Advanced Financial Freedom Plan™' (a Tax Reduction & Income plan) that is guaranteed to create a financial benefit of at least 10X the fees... or it's FREE!
CLAIM YOUR FREE
ADVANCED FINANCIAL FREEDOM™ CLUB MEMBERSHIP
Protect & Grow Your Wealth With Tax Planning:
  • ​Pay less income taxes, or even enjoy a tax-free retirement!
  • Maximize your wealth through strategic tax planning.
  • ​​​Money back guarantee. If we can't create a tax plan that shows a benefit of at least equal to 10X the plan cost, we'll refund the planning fee in full.
  • ​​We use a comprehensive data gathering process to provide you with a personalized TAX SENSITIVE income distribution plan for your retirement that provides a predictable paycheck for the rest of your life!
  • ​​Keep more of your money with reduced Required Minimum Distributions. PLUS reduce or eliminate taxes on Social Security benefits/Medicare surcharges. 
The world's first 'Advanced Financial Freedom Plan™' (a Tax Reduction & Income plan) that is guaranteed to create a financial benefit of at least 10X the fees... or it's FREE!
What Do We Do For Our Clients?
"Despite already being retired, we ensured our client Michael received $1Million dollars in what would have been lost wealth. Financial Freedom is what we aim to achieve for all our clients using our tax efficient income methods"
"Cutting Eric and Jane's Income taxes by $1,000,000 meant we could get them closer to a zero tax retirement. We didn't stop there, we also helped them increase their Net Wealth by $3,000,000!"
Our Advanced Financial Freedom™ Member Benefits
Specialist Service
The Advanced Financial Freedom Plan™ offers a wealth maximization service achievable by only 1% of advisors! 
Tax Saving Solutions
By combining data, timing and technology, with the trust & integrity that comes from dealing with experienced tax consultants we solve the hard problems when it comes to optimal financial planning that no one else can.
Pay-Check For Life
We use a comprehensive data gathering process to provide you with a personalized TAX SENSITIVE income distribution plan for your retirement that provides a predictable paycheck for the rest of your life!
You're In Safe Hands
No lock-in, 100% fee transparency. Our multi-discipline advisors (financial planning, investment management & taxation qualified) work with zero bias to fiduciary standards.
Measured Performance
We’ll demonstrate the best way to maximize your SSI, balance your Required Minimum Distributions (RMD’s) and extract income in the most efficient way possible, all while avoiding the taxation nightmare.
Wealth Maximization
We start by extensively analyzing every unique tax structure based on your personal goals and the results you are looking to achieve. We factor in your capital & income requirements when striving to increase Net Wealth™.
For those that want to minimize their Taxes & maximize their Wealth, You DO have a choice about how much Income Tax you pay
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Tax Advisory Services offered through The Tax Plan for Wealth, Inc. Tax Plan For Wealth, Inc does not provide investment advice. Should you request information about services including financial planning or investment advisory, those services may be referred to as an affiliated business. Please refer to https://www.assuredgroup.com/ for more information. We always suggest you seek professional advice. Past performance is not a guarantee of future results. Investing involves risk including loss of principal. The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither National Securities nor its affiliates are undertaking to provide you with investment advice or recommendations of any kind. Every family's set of details bring a unique outcome, therefore these opinions should not be relied on for your unique circumstances.

 Securities and Variable Insurance Products are not offered by Tax Plan for Wealth, Inc. but may be made available via our affiliate, Assured Concepts Group, Ltd. Such offerings are made through National Securities Corporation www.yournational.com. Member FINRA/SIPC. www.finra.org / www.sipc.com. Advisory services provided through National Asset Management, Inc. (NAM), a SEC Registered Investment Advisor; a copy of NAM’s Brochure is available at NAM’s website: National Asset Management. National Securities Corporation (NSC) is a full-service brokerage firm, operated primarily through independent registered representatives. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® Company.
Check the background of the financial professionals at Assured Concepts Group, Ltd. on FINRA's website: BrokerCheck
 
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