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Plans & Pricing
SELECT FROM SILVER, GOLD, OR PLATINUM
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CANCEL ANYTIME.
Silver Membership
1,400$Every monthG7 Financial PlanÂ- On-Line Financial Portal.
- Includes all of your bank & brokerage accounts.
- Financial Goals, Real-Time Updates.
- Monitor your financial progress.
Gold Membership
2,100$Every monthG7 Financial Plan & G7 Tax PlanÂ- Includes Silver Benefits
- Comprehensive Tax Plan
- Different Scenarios - Moderate, Aggressive, Extreme
- Entity Assessment - Corporation, LLC, Limited Partnership
- Entity Creation
Platinum Membership
3,500$Every monthG7 Financial Plan, G7 Tax Plan, & G7 Investment PlanÂ- 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
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