Plans & Pricing
SELECT FROM SILVER, GOLD, OR PLATINUM
Silver Membership1400$Every monthG7 Financial Plan
- On-Line Financial Portal.
- Includes all of your bank & brokerage accounts.
- Financial Goals, Real-Time Updates.
- Monitor your financial progress.
Gold Membership2100$Every monthG7 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 Membership3500$Every monthG7 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