Has anyone used WealthAbility?

[Shan Vincent]

Hi Everyone,  I wanted to see if anyone has used WealthAbility by Tom Wheelwright.  The amount they charge to analyze your information and give you a plan is pretty steep, so I wanted to see if anyone has used them and how happy you are with their services. Thanks in advance for any input.

[Jake S.]

Hey @Shan Vincent! I currently use Wealthability, signed up not too long ago.

They course you get access to on Wealth and Tax strategies is GREAT! I have learned a ton. They highly encourage you to become educated in the topics yourself, rather than strictly relying on the CPA, which I like a lot.

Youll get referred to a CPA that they themselves have trained, and the firm we got referred to is great.

I'll be honest though, it took me about a year to pull the trigger on this due to the cost, but I am kicking myself for waiting that long, as my first years tax savings will be much more than the price I paid. That doesnt even factor in the ongoing savings and various other factors.

You are bound to get a bunch of people commenting on here saying you can get the info cheaper elsewhere, yadda yadda yadda, but I highly recommend them. I do agree thought that price is a bit steep.

I know @Michael Blank also has used them