Estate and Tax Planning
One major benefit of your Membership is the Flex Advisory System, a five-part guided program designed to help make sure you are protecting your assets and passing them on to your loved ones in the most complete and efficient way, while minimizing your overall tax bill.
Throughout the year, you and your Client Account Manager and other members of the Flex Tax team will cover the following parts of the Flex Advisory System:
PREMIUM
MEMBERSHIP
$8,000 Upfront and
$3,000
Annual Fees
- ACCESS TO THE FLEX ADVISORY SYSTEM
- RECEIVE ONE ONE-ON-ONE COMPLIMENTARY CONSULTING SECTIONS EACH QUARTER TO ATTEND OUR EDUCATIONAL SESSION
- UNLIMITED CPA STRATEGY SESSIONS - FOR INDIVIDUAL
- UNLIMITED QUESTIONS FOR OUR TAX TEAM - E-MAIL
- TAX Q & A DATABASE
- EXTENSIVE LEGAL FORMS LIBRARY
PLATINUM
MEMBERSHIP
$20,000 Upfront and
$5,000
Annual Fees
- ACCESS TO THE FLEX ADVISORY SYSTEM
- RECEIVE TWO ONE-ON-ONE COMPLIMENTARY CONSULTING SECTIONS EACH QUARTER TO ATTEND OUR EDUCATIONAL SECTIONS
- UNLIMITED CPA STRATEGY SESSIONS - FOR INDIVIDUAL AND BUSINESS
- UNLIMITED QUESTIONS FOR OUR TAX TEAM -E-MAIL OR CALL
- TAX Q & A DATABASE
- EXTENSIVE LEGAL FORMS LIBRARY
- CORPORATE ASSISTANCE PROGRAM
- PRIORITY ACCESS TO PARTNER CPAS
flex advisory system - Membership Details
The Flex Advisory System is a professionally-designed program for our Premium and Platinum members to integrate all planning aspects of your financial future: asset protection alongside business, estate and tax planning.
The system includes scheduled phone strategy sessions throughout the year with our team of professionals to make sure all aspects of your blueprint and future planning are implemented.
Unlimited CPA Strategy Sessions
The unlimited CPA strategy sessions are scheduled through your Platinum portal online area. When you request a strategy session, we will select the most appropriate CPA based on the nature of your questions. The subject of the session is limited to Flex Advisory’s areas of expertise: asset protection, estate planning, retirement planning (with our close-relationship partner) and tax planning.
No more hourly charges when you need to speak with an CPA.
As a Platinum member, you will never worry about contacting an CPA again for fear of being overcharged. Whether your questions require an hour of attorney time to address your situation or merely 10 minutes, you will not be charged an hourly rate.
All CPA strategy sessions provided with your Premium and Platinum service are conducted by phone appointments only.
Unlimited Questions for our Tax Team
Send your tax questions through your secure online membership portal. You can expect a written response within one to two business days from a member of our tax team, which includes CPAs, EAs.
Extensive Legal Forms Library
Premium and Platinum members have access to over 200 legal forms to assist in running their businesses. From real estate contracts to business plans, our forms library is full of legal documents successfully used by many of our clients for years to protect their interests.
