All Forum Posts by: Julius Oni

Thank you Tom for the clarification. I appreciate all that you do to educate us all about taxes and legal tax reduction strategies. 

Thank you for responding Tom. Obviously, you are very knowledgeable and the reason why most people look into WealthAbility in the first place. I do have a question for you: Why is it that there is no transparency with regard to quotes for setting up prospective clients? Brianne Dylla above was quoted $15K for "W-2 jobs, two single family rentals, and a cattle business" and I was quoted 20K for my less complex profile. Many others were quoted other amounts on some other threads I read; and the only conclusion that makes sense is that the quotes are 'mostly' based on income. Would you be able to shed some light on this process?