Plans & Pricing

SELECT FROM SILVER, GOLD, OR PLATINUM

CANCEL ANYTIME.

  • Silver Membership

    1400$
    Every month
    G7 Financial Plan
     
    • On-Line Financial Portal.
    • Includes all of your bank & brokerage accounts.
    • Financial Goals, Real-Time Updates.
    • Monitor your financial progress.
  • Gold Membership

    2100$
    Every month
    G7 Financial Plan & G7 Tax Plan
     
    • Includes Silver Benefits
    • Comprehensive Tax Plan
    • Different Scenarios - Moderate, Aggressive, Extreme
    • Entity Assessment - Corporation, LLC, Limited Partnership
    • Entity Creation
  • Platinum Membership

    3500$
    Every month
    G7 Financial Plan, G7 Tax Plan, & G7 Investment Plan
     
    • Includes Silver and Gold Benefits
    • Comprehensive Investment Plan
    • Investment Goals - Short Range, Mid Range, Long Range
    • Access to TD Ameritrade, Charles Schwab, Pershing Advisors
    • Real-Time Monitoring, Proactive Trades, Investment Alerts