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Only Want One Report?

Individual tax analysis and performance reports available for

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Select the Right Plan for Your Financial Needs

Tax Analysis

$29/mo

($199/yr)

  • Unlimited tax analysis reports & individualized planning and retirement recommendations 

Plan includes:​

BEST VALUE

Premium Bundle

$49/mo

Plan includes:​

($379/yr)

  • Unlimited tax analysis reports & individualized planning recommendations

  • Unlimited retirement planning recommendations

  • Unlimited visual performance reports

Performance Reports

$29/mo

($199/yr)

  • ​Unlimited easy-to-understand visual performance reports

Plan includes:​

$29/mo

($199/yr)

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