Strategic Partnerships Program
A Proven Referral Model For Tax & Financial Professionals
Program Overview
Our Strategic Partnership Program allows professionals—CPAs, financial advisors, attorneys, and consultants—to integrate high-value cash balance plan services into their businesses without needing to do any of the heavy lifting.
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This is more than a referral program. It’s a revenue-generating bolt-on business opportunity that increases your service offerings and enhances client value—while we do the work behind the scenes.
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Whether you want to expand your services, attract higher-net-worth clients, or unlock a new income stream, our proven integration model gives you the flexibility and support to do it easily.
How It Works
As a partner of our firm, you will have access to a confidential, no-cost 7-Figure Retirement Assessment—a custom analysis designed to uncover potential tax savings and wealth-building opportunities hidden within your clients business. You simply refer clients who would benefit from reducing their tax burden, by more than $100,000, and accelerating their retirement savings. We handle the strategy, setup, compliance, and administration of custom cash balance plans.
This complimentary 7-Figure Assessment will show you:
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How much you could save additionally in taxes annually
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How much more you could contribute toward retirement—beyond your 401(k) or SEP
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What your actual retirement timeline could look like to build a 7 figure retirement—with proactive planning
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If the assessment reveals that your clients qualify for significant tax savings and retirement acceleration, they will have the option to move forward with your firm’s newly available tax and retirement planning service.
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There is no obligation to proceed. If they choose to take advantage of the opportunity, we will handle all plan design, implementation, compliance, and annual optimization—while you continue to serve as their trusted advisor.
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You retain your client relationship
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We handle everything else
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You open new lines of recurring monthly income
Open New Lines of Recurring Revenue
We offer a simple and transparent revenue model:
We have created an engagement letter for our partners, explaining exactly how to offer cash balance plan services to their clients. For every $100,000 in annual tax savings we create for your client, you receive recurring monthly consulting income.
For example:
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$100,000 tax savings = $1,000/mo consulting fee
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$200,000 tax savings = $2,000/mo consulting fee
And this is recurring monthly revenue tied to long-term retirement plans.
As a strategic partner, you get a higher percentage of lifetime revenue while we do the technical work. No licensing required. No administration headaches.
A True Win-Win Partnership
This isn’t a handoff—it’s a service extension of your business. The client sees you as the provider of this powerful new solution, and we act as your back-office execution team. You get credit, client retention, and recurring income…without adding any extra work to your plate.
Ideal for
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CPA firms & tax professionals
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Financial advisors
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Attorneys & estate planners
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Business consultants
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Marketing agencies serving high-income clients
What You Get
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Complimentary 7-Figure Assessment for your clients
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Custom branded marketing tools
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Co-branded presentation decks and materials
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White-labeled service delivery (you look like the hero)
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Lifetime revenue share model
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Dedicated partner support team
Benefits to You
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Increase client retention and satisfaction
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Unlock a lucrative new revenue stream
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Expand your service offering instantly
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Enhance your reputation as a tax-savvy planner
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Get paid while we do the work
Let's Partner
If you work with high-income business owners and want to offer a premium tax and retirement solution without the burden of building it yourself—let’s talk.
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This partnership can bolt directly onto your existing services and generate lifetime income from each client… while we take care of everything.
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Book a call to learn more about becoming a Strategic Partner and growing your business with zero overhead.
