Money can’t buy you happiness but it sure can buy your FREEDOM.
Vince Rodriguez

Pro Package

  • For initial consultation up to 1 hour
  • Includes in depth portfolio assessment
  • Asset protection for your portfolio
  • Custom tailored tax strategies for you and your business
  • You will be given a to do list of things to give your CPA and or attorney
  • Works best for self starters and have time to go do additional research on your own time

Boardroom Package

  • Up to 6 months of access with me
  • Redeemable within 90 days of purchase
  • Everything in VIP Package +
  • How to buy your 1st investment property
  • Downloading my brain with thousands of hours of research on topics such as Real Estate, financial freedom, business entity structures etc
  • With specific focus on your case
  • Review of your current business structure
  • Includes info about structuring your entities LLC, Land Trusts, S Corp etc
  • Ways to reduce your tax liability legally
  • Is privacy important to you? Can we make your assets private?
  • Protecting your assets using a COP entities
  • Any questions regarding real estate deal structuring, funding deals
  • Call will include a to do list

Consult will include what to do for your specific case. This is ideal for someone with a business or a side hustle or a real estate business or rental property.

If you just have a W2 job, might not help you. But if you have a W2 job with a few rental properties or own your own business or thinking about a side hustle, it will be a gamechanger.

I save my clients on average $7000 to $10,000

You can give your CPA and /or attorney the “to do list” for your scenario.

Can chat with your team.
Follow up call only available after initial consult.

Fill in the information to see if you qualify for a free 15 min strategy session with me today.

Intro Call