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All Plans start at $49 per month or $500 annually. 

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Semi-Annual Meetings

For 1 Additional Meeting:

$100 (upfront)  or $10/Month (added to your plan) for a total of $59 per month.

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Quarterly Meetings

For 3 Additional Meeting:

$300 (upfront)  or $30/Month (added to your plan) for a total of $79 per month.

Additional Services

Digital Work Life

Investment Management

We can help you invest with the following accounts:

  • 401k Rollovers

  • TRS, 403b & ORP

  • Traditional & Roth IRA's

  • Also, Business Retirement Accounts:

    • SEP's​, SIMPLE's, Solo 401k's, and others. Inquire for more info.

*Click button below for fee details

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Insurance Solutions

We offer the following Solutions:

  • Term Life Insurance

  • Permanent Life Insurance

  • Health Insurance (if not covered)

  • Annuities

*We are compensated by the insurance company and don't charge additional fees to you for the insurance solution. 

Upgrade Your Plan
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