Strategic Partnerships Program
A Proven Referral Model For Tax & Financial Professionals
Build a New Income Stream Without Adding Work
We collaborate with CPAs, attorneys, consultants, financial professionals, and business service providers who work with high-income clients. Our partners deliver more value, solve real tax problems, and create new revenue — without becoming experts in tax law or retirement plan design.
Choose the partnership path that fits your business structure.
How It Works
As a partner of our firm, you will have access to a confidential, no-cost Business Retirement Plan 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.
This complimentary Business Retirement Plan 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 revenue
Two Ways to Partner
1. Integrate Our Services Into Your Existing Pricing Model
(For Non-Licensed Professionals – CPAs, Consultants, Business Advisors)
Offer Business Retirement Plan consulting under your brand as a fractional service. We operate behind the scenes — you provide a premium, high-impact solution to your clients, without taking on compliance risks or additional workload.
You Get:
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White-labeled service delivery
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Plan design, tax strategy, and compliance handled by experts
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Higher pricing power for your firm or advisory services
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A recurring revenue stream built into your existing offer
This option allows you to include our service in your current pricing without needing to be licensed for securities or investment advisory.
2. Share in Revenue Generated From New Business
(For Properly Licensed Financial Professionals)
If you're a licensed professional or hold the appropriate credentials, you can share directly in the revenue generated through from our services. We handle the heavy lifting — you participate in the financial upside.
You Get:
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A percentage of the revenue generated from our services
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Support materials, sales enablement, and co-branded proposals
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Full transparency and real-time updates on referred clients
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New lines of revenue from multi-year client relationships
Ideal for RIAs, IARs, and licensed professionals seeking scalable revenue from tax and retirement planning opportunities.
Why Partner With Us
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Solve Your Clients' #1 Financial Pain : Taxes
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Offer High Value Planning Without Having to Become An Expert Plan Designer
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Open New Lines of Revenue
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Compliant Models For Both Licensed & Non Licensed Professionals
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Zero Overhead Or Staffing Required
​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 Business Retirement Plan 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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Open new lines of revenue
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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
How To Get Started
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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Book a Partnership Call - We'll help you choose the right model based on your business.
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Onboard with Custom Materials - Get scripts, slides, explainer PDFs, and co-branded assets.
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Start Offering or Referring - Introduce clients, integrate our solution, or do both.
Book a call to learn more about becoming a Strategic Partner and growing your business with zero overhead.
