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ADVANCED TAX PLANNING

Expertise you won't find on Main Street

OUR UNIQUE VALUE PROPOSITION

1. The systems we have in place allow me to personally answer my phone. My cell number is located on our "Contact Us" tab.

2. We provide national branding (not co-branding) with our Tax Reduction Specialist team at Redwood Tax Specialist.

3. We reduce income taxes by 50% almost 100% of the time. By bringing Value First, the financial products and our services will follow. The hard work has been done for you. Value First means that we help CPA grow their fee. More value, more fees!

 

4. We provide you with instant credibility. As a Managing Director with Redwood Tax Specialist, the best tax reduction specialist in the country will be working for you to complete every task for you, from the tax design, to the first appointment, to the service needed to maintain complex Tax Plans, Premium Financing, Captives, Roth Conversions, etc. This is a done for you business model. As a Managing  Director, you will only be promoting your tax reduction specialist team to CPAs, financial planners, life insurance agents, but mainly CPAs that have clients that expects to pay $150,000 in income taxes, expecting to pay $100,000 or more in capital gains tax, has $1,000,000 or more in pre-tax retirement accounts, or a net-worth of $5,000,000 or more. We are also the back-office for your CPA prospects as well.  

5. There are no employees at Redwood Tax Specialist - No one gets paid until you do!

6. We are not an IMO/FMO, so you do NOT have to move your contracts. We work on a split commission agreement on life insurance only. Your split is from 70% to 90% on life insurance, premium financing and 100% on annuities and any fees you may charge to manage money. A securities license is not required to partner with us.

7. We work like entrepreneurs working on our business, not like technicians working in the business making it difficult to scale. 

8. You don't have to stop whatever it is now that you are doing to work with us.

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