How we are paid
The consultation is free. Here is how the money works.
Plain language on who pays whom, so nothing about working with us is a surprise.
The two sides of it
What you pay: nothing
- No fee for the questionnaire, the conversation with a strategist, or the design of your plan.
- No planning fee, no matching fee, no advisory fee. Tax Free Wealth Plan LLC does not bill you for that work.
- No obligation. You are never required to buy anything. You can take the information and stop there.
Where the money comes from
- If you purchase a product, the issuing company compensates the licensed strategist, and the agency, for placing it.
- Built into the product. That compensation works the same at every appointed agency, and it is not a separate bill to you.
- No dual fee. We do not charge you an advisory fee on top of company compensation for the same sale.
Keeping it honest
The plan comes first. Here is how we keep it that way.
Commission-based compensation is standard in this industry. What matters is whether the plan is designed first and the product is chosen to fit it.
- 1Plan before product
Designed first
Your strategist maps income, taxes and timing first. Only then is a product selected from the 25 companies we are appointed with, and only if it fits.
- 2Straight answers
Ask about compensation
Your strategist will explain how they are compensated on any product they recommend. Ask, and you will get a straight answer.
- 3Walk away free
You owe nothing
Nothing about the process obligates you. If the plan does not lead to a product, you owe nothing and you keep the work.
Any product guarantees are backed by the issuing company’s claims-paying ability, not by Tax Free Wealth Plan LLC. That is one reason we care which company issues your contract.
Begin
Now you know how it works. See where you stand.
Free. Private. No obligation. All 50 states.