What all is included in investment strategy?

  • On Disco / Pre-Consult
    We’ll show you how we use tax vehicles, depreciation, and portfolio modeling to dramatically improve your annual return on investment (ROI) and accelerate your cash flow and net worth.
  • On Consult / Pre-Trial
    You’ll meet with our CPA and discuss how to improve your annual return on investment (ROI) to accelerate your cash flow and net worth based on your previous 2 year tax returns.