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Plans & Pricing

SELECT FROM SILVER, GOLD, OR PLATINUM

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CANCEL ANYTIME.

  • Silver Membership

    7,000$
    Every year
    G7 Financial Plan
     
    • Includes all of your bank & brokerage accounts.
    • On-Line Financial Portal.
    • Financial Goals, Real-Time Updates.
    • Monitor your financial progress.

  • Gold Membership

    14,000$
    Every year
    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

    21,000$
    Every year
    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
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