Platinum Membership $895 - This membership allows you a 6% discount on all store purchases including a free 3 hours per year of 1) tax planning, 2) financial planning and 3) estate planning.
Millennials Discounts - If you were born between 1982 and 2004, you will receive an additional 2% discount on all products and services.
Purchase Credits - In addition to receiving a discount for all products and services, you will also receive 1 free purchase credit for every 10 purchases (based on the value of the previous 10 purchases). Purchase credits may be applied to:
o Blackline credits,
o Amazon shopping credits or
o Hotel.com credits.
Client Satisfaction - The satisfaction of our clients and members is our top priority. We believe that you’ll see the value in our membership, and have a risk-free approach to back it up. If you are ever not satisfied with our services, just let us know at any time during the year and we’ll gladly refund that year’s membership fee. This promise applies whether it’s your first day or the end of your membership year.