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.