Life is too short to give up to half of your income to the government

Are you tired of your CPA failing to build a comprehensive tax strategy?

Do you know when you will be financially free?

Are your tax, legal, Investments, Insurance and cashflow all coordinated?

Does it feel like you have a second job managing all of the pieces of your financial life?

What impact does paying too much in taxes have on your quality of life?

Do you have questions about how financial decisions affect you?

We know you are busy, and tax is complex

Let’s See if It’s a Good Fit

The vast majority of CPAs are tax preparers, not tax planners

CPAs can be charged penalties by the IRS for a long list of infractions, so they are incentivized to not find creative solutions

The CPA business model doesn't allow for in-depth planning. They are in the volume business

There is a better way!

Let’s See if It’s a Good Fit

Vital Wealth Works for Each of the Following Clients

Entrepreneurs with net income over $1,000,000 per year

Entrepreneurs with growing businesses that are paying over $100,000 a year in tax

Entrepreneurs that are considering selling their businesses in the next 3-5 years

If you want a plan to pay less tax, you need Vital Wealth

OUR SIMPLE 3-STEP PROCESS

1 - Clarify Your Goals

Create clarity so we can help you plan for what is most important to you.

2 - Optimize Your Wealth

Our team of experts will make sure your wealth is structured appropriately, allowing you to minimize how much you are paying to the government and grow your wealth.

3 - Make Life Great

Proactively manage your wealth so you can make life great for you and your family. As life changes, both with the expected and unexpected, we will make sure your planning is up to date so you can focus on what is most important to you.

Flat-fee Financial Planning

  • Are you frustrated by the amount of taxes you pay?
  • How much freedom are you sacrificing because you may be making financial mistakes?
  • How many more years might you have to work because you’re not being efficient with your finances?
  • How much is not having clarity about your finances costing you?
Flat-Fee Financial Planning

$100,000+ Tax Problem

$3,000/Month

What You’ll Get

  • Comprehensive tax plan
    • Tax savings will exceed fee
    • Money back guarantee
  • Tax strategy execution
  • Integrated and coordinated planning
    • Includes: tax, legal, investments, insurance and cashflow
    • Optimized for short term and long-term goals
  • Virtual meetings
  • Monthly onboarding meetings
  • Quarterly meetings during implementation
  • Coordination with current CPA
  • Access to our nationwide accredited network
  • Financial planning that is focused on your goals
  • Cash Flow/Liquidity planning
  • Financing/Debt Strategies
  • Legal planning to maximize tax savings and increase asset protection
  • Comprehensive insurance review of business and personal coverage
  • Investment management
  • Business acquisition and sale planning
  • Real estate and private investment review
  • Financial freedom analysis and planning
  • Design, implementation, and monitoring of your planning
  • Access to personal financial software
  • Your own secure, digitized vault for important documents
  • Utilizing your current team of professionals
  • Replacement advisors if you have outgrown your current team
  • Coordination between all members of your financial team orchestrated by Vital
  • Coordination with your tax preparer
  • Coordination with your estate planning attorney
  • Comprehensive estate planning
  • Gift planning
  • Regularly scheduled estate audits
  • Coordination with attorney and CPA to execute planning
  • Tax and Financial Planning that supports your goals
Flat-Fee Financial Planning

$300,000+ Tax problem

$6,000/Month

What You’ll Get

  • Comprehensive tax plan
    • Tax savings will exceed fee
    • Money back guarantee
  • Tax strategy execution
  • Higher level tax planning than option 1
  • Integrated and coordinated planning
    • Includes: tax, legal, investments, insurance and cashflow
    • Optimized for short term and long-term goals
  • Virtual meetings
  • Monthly onboarding meetings
  • Monthly ongoing meetings during implementation
  • Coordination with current CPA
  • Access to our nationwide accredited network
  • Financial planning that is focused on your goals
  • Cash Flow/Liquidity planning
  • Financing/Debt Strategies
  • Legal planning to maximize tax savings and increase asset protection
  • Comprehensive insurance review of business and personal coverage
  • Investment management
  • Business acquisition and sale planning
  • Real estate and private investment review
  • Financial freedom analysis and planning
  • Design, implementation, and monitoring of your planning
  • Access to personal financial software
  • Your own secure, digitized vault for important documents
  • Utilizing your current team of professionals
  • Replacement advisors if you have outgrown your current team
  • Coordination between all members of your financial team orchestrated by Vital
  • Regular meetings with your tax preparer
  • Trust and Estate Review
  • Estate tax projection
  • Coordination with your estate planning attorney
  • Comprehensive estate planning
  • Gift planning
  • Regularly scheduled estate audits
  • Coordination with attorney and CPA to execute planning
  • Tax and Financial Planning that supports your goals
Flat-Fee Financial Planning

Financial Chaos

$12,000/Month

What You’ll Get

  • Comprehensive tax plan
    • Tax savings will exceed fee
    • Money back guarantee
  • A coordinated effort to clean up:
    • Bookkeeping
    • Asset protection
    • Cashflow management
    • Delinquent Tax Payments
  • Tax strategy execution
  • Integrated and coordinated planning
    • Includes: tax, legal, investments, insurance and cashflow
    • Optimized for short term and long-term goals
  • Virtual meetings
  • Twice monthly onboarding meetings
  • Twice monthly meetings during implementation
  • Coordination with current CPA
  • Access to our nationwide accredited network
  • Financial planning that is focused on your goals
  • Cash Flow/Liquidity planning
  • Financing/Debt Strategies
  • Legal planning to maximize tax savings and increase asset protection
  • Comprehensive insurance review of business and personal coverage
  • Investment management
  • Business acquisition and sale planning
  • Real estate and private investment review
  • Financial freedom analysis and planning
  • Design, implementation, and monitoring of your planning
  • Access to personal financial software
  • Your own secure, digitized vault for important documents
  • Utilizing your current team of professionals
  • Replacement advisors if you have outgrown your current team
  • Coordination between all members of your financial team orchestrated by Vital
  • Coordination with your tax preparer
  • Coordination with your estate planning attorney
  • Comprehensive estate planning
  • Gift planning
  • Regularly scheduled estate audits
  • Coordination with attorney and CPA to execute planning
  • Tax and Financial Planning that supports your goals

Have questions? Schedule a call or call 563-243-4000

VIP Planning

FLAT-FEE FINANCIAL PLANNING

Closely-Held Business Planning

What you’ll get

What you’ll get

  • 1All Services in Retirement/Estate Planning
  • 2Succession Planning
  • 3Estate Tax Reduction Strategies
  • 4Property/Casualty Coverage Review
  • 5Owner/Key Person Income Tax Review
  • 6Deferred Compensation Planning
  • 7Capital Utilization Review
  • 8Retirement Plan Review
  • 9Employee Benefits Review
  • 10Liquidity Review
  • 11Financing Review
FLAT-FEE FINANCIAL PLANNING

Multi-Generational Planning

Start a Planning Process That Can Run for Generations

Start a Planning Process That Can Run for Generations

  • 1Build Wealth Continuity in Your Family
  • 2Whether Family is Accumulating Wealth, Preparing for Retirement, or Estate Planning
  • 3Position Your Entire Family for Financial Success and a Great Life
  • 4Full Planning for Up to Three Additional Family Households
  • 5Contact Us for Planning on Additional Family Members