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Updated almost 5 years ago,
HELP! Looking for top notch, wealth planning tax strategy firm
I have been talking to Tom Wheelright's firm, WealthAbility, and the cost is $15K to get started which is expensive and the agreement they make you sign is 100% one sided basically giving you no protection the product they offer is worth the money. I'm looking for any other option that is equally or even close to as good as what they offer. I'm looking for a long-term partnership with a top shelf tax and wealth strategies focused in real estate. Any recommendations would be greatly appreciated.
Cheers