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

Pro Package
$197

  • 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

VIP Package

$497

up to 3 hours

everything in Pro Package +

  • done for you , meaning I will do what’s necessary for you or your business and tell you exactly how to do it or do it myself
  • access to my team including my personal lawyer and CPA team
  • any strategies will be done for you by me with you on the call with my team
  • includes a debrief after the call
  • listen in and explain what we need to do for your business for asset protection and tax savings with an attorney or cpa of your choice
  • can introduce to my team of cpas and lawyers if requested 
  • includes a debrief after the call 
  • hold your hand through the process and make sure its done right compared to do it yourself with the other package

Boardroom Package

Everything in VIP Package + 6 months of access to me personally to any questions you might have to grow your business and protect your assets

$997 and up to 6 months of access with me

redeemable within 90 days of purchase
* DISCLAIMER : I AM NOT A CPA OR AN ATTORNEY AND THIS IS NOT LEGAL ADVICE. PLEASE CONSULT WITH YOUR TEAM BEFORE MAKING ANY DECISIONS.

Consult includes 

  • 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 below to see if you qualify for a free 15 min strategy session with me today.