High Net Worth Individuals

High Net Worth Individuals Customizing Your Tax Strategy

How We Work

Work with an advance tax planning team you won't find on Main Street!

Convert 100% or your pre-tax retirement accounts to a Roth... and defer the conversion tax for life.

Work with our 3rd Party Administrator - TPAs have a legal obligation, are held to the highest standards of fiduciary responsibility and they sign off every case design.

Experience an exponential increase in cash flow, net worth, and wealth to heirs!

Our Solution

Accountants provide mainly tax prep expertise; we want to provide tax strategy for much bigger deductions. We thoroughly understand the IRS rules governing every strategy that we handle. Many other financial firms lack this knowledge, but we work with these plans every day and know them inside and out.

Call the financial professionals at The Free Group if you want to learn more.

Secure Your Future With The Free Group

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