Ace Advisory by Greg Younts
How does Ace Advisory Annual Plan compare to Industry Averages Nationwide?
Our competitors offer Advisory-Only engagement structured as annual retainers from $2,000 to $20,000+ for ongoing access to advanced advisory services. The video below outlines our investment...Our guarantee of tax liability savings is 3X your investment with a $10,000 savings minimum requirement..
Our goal is to LEGALLY reduce your tax liability as low as you want to comfortably go.
Some programs require an external investment, and in some cases you must be an Accredited investor under Reg D statues of the Securities and Exchange Commission.
Under SEC Regulation D, an accredited investor is someone with a net worth of $1 million or more (excluding their primary residence), OR, alternatively, an income exceeding $200,000 (or $300,000 for a married couple) for the past two years with reasonable expectation to maintain it.
For those of you that remember TaxSavers Wealth Maker Pro, our debt reduction software for clients from MANY years ago, the source code was purchased by Adam Carroll and he maintains it now with a coaching team. Ace Advisory Services once again can offer client access. Under its new name...The Shred Method.
https://sites.google.com/view/taxsavers-the-shred-method/home
Greg will provide personalized coaching in addition to the Shred Method team. To join, simply participate in Ace Advisory Services at the top Membership tier.
The software will be included for you. And you will pay a $47 monthly fee to the Shred Team in addition to your Advisory Memebership.