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G7PrivateClient

Plans & Pricing

SELECT FROM SILVER, GOLD, OR PLATINUM

CANCEL ANYTIME.

Silver Membership
4,200$
G7 Financial Plan
- Financial Goals, Real-Time Updates.
- Includes all of your bank & brokerage accounts.
- On-Line Financial Portal.
- Monitor your financial progress.
Gold Membership
5,600$
G7 Financial Plan & G7 Tax Plan
- Comprehensive Tax Plan
- Includes Silver Benefits
- Different Scenarios - Moderate, Aggressive, Extreme
- Entity Assessment - Corporation, LLC, Limited Partnership
- Entity Creation
Platinum Membership
7,700$
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 your Fidelity, Charles Schwab, or JP Morgan account
- Real-Time Monitoring, Proactive Trades, Investment Alerts

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