Option 1: Custom HTML Widget - Columns
NOTE: This is the best looking option that gives you the most flexibility, but you cannot natively update it in this website builder – instead, you need to use Claude or another LLM to update the underlying code.
Option 2: Custom HTML Widget - Table
NOTE: Similar to the above, but more of a table-based format. Not as well-suited to mobile – user can only see one column at a time and needs to scroll left to right. Like the above, you cannot natively update it in this website builder – instead, you need to use Claude or another LLM to update the underlying code.
Choose the Level of Support That's Right for You
Every service level includes professional individual income tax return preparation. The difference is how much year-round support and proactive planning comes with it.
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Legacy
Existing and acquired clients only
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Guidance
Tax preparation and year-round guidance
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Advisory
Proactive year-round planning and priority service
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|---|---|---|---|
| Tax Support | |||
| Return Review With Client | |||
| Year-Round Tax Support | |||
| IRS / State Notice Assistance | $150+ as needed | Initial notice response | Expanded assistance |
| Planning & Financial Coordination | |||
| Proactive Tax Planning | |||
| Financial & Investment Analysis | Not included | One-time portfolio analysis | Portfolio + financial plan analysis |
| Service Experience | |||
| Tax-Season Priority | Standard | Enhanced | Priority |
| Relationship Support | Team-based service | Team-based service | Dedicated relationship lead |
| Document Intake | Digital preferred; paper $125 | Digital preferred; paper $75 | Digital or paper included |
| Not Available to New Clients | Get Started | Get Started | |
Legacy is not offered to new clients. Additional notice/representation work, amended returns, audits/examinations, appeals, collection matters, identity-theft matters, prior-year issues, and other special projects may require a separate engagement. Investment and financial-plan analyses shown above are one-time benefits, not annual recurring deliverables.
Option 3: Default Elementor Price Table
This is the closest module to the above that your site has built in Elementor. We have not populated the details here, but it is easy to do so, and easy to update.
Enter your title
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List Item #1
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List Item #2
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List Item #3
Enter your title
Enter your description-
List Item #1
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List Item #2
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List Item #3
Enter your title
Enter your description-
List Item #1
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Option 5: Card-Based
This is the closest to what you have on the site at the moment. The design doesn’t really lend itself to a direct comparison, but we included as an option as it is the most faithful to the current look and feel.
True Wealth Private Client
- CFP®, CFA®, or CPA Professional
- Investment Management
- Financial Planning
- Risk Management
- Tax Preparation
- Tax Planning Strategies
- Charitable Giving
- Estate Planning
Dive Into the Details
Are you great at making money but tired of dealing with the complexities and lack of clarity around your finances? Seeking a coordinated strategy to make the most of what you have? Our True Wealth Private Client service is built for clients with $1.5+ million in investments or experiencing greater complexity in their financial lives. Private Clients receive robust wealth management services with an increased focus on investment strategies for SEC Accredited Investors or Qualified Purchasers and a greater emphasis on tax minimization, charitable giving, and estate planning strategies. Your service team will be led by a seasoned advisor who will coordinate subject-matter experts as needed as we deliver white-glove services to you.
True Wealth Planning
- CFP®, CFA®, or CPA Professional
- Investment Management
- Financial Planning
- Risk Management
- Tax Preparation
Dive Into the Details
Are you getting serious about retirement and wondering whether you’re on track? Unsure how or where to invest after you maximize your 401k or 403b or whether to pay down debt? Concerned about taking too much investment risk but also want to make sure your money lasts? True Wealth Planning is for those who are serious about reaching financial independence and protecting their lifestyle throughout retirement. The core needs of True Wealth Planning clients tend to focus on cashflow management, spend vs. save decisions, maximizing peak earning years, retirement and retirement income planning, and investment strategy.
True Wealth Investing
- Associate Wealth Advisor
- Investment Management
Dive Into the Details
Are you seeking a reasonable return to grow your wealth at a comfortable level of risk? Unsure how to best achieve your investment goals? Investing can be intimidating. While information proliferates, filtering the noise becomes equally important to staying abreast of true advancements in portfolio design. We utilize science-based, time-tested strategies as our foundation while staying on the leading — but not bleeding — edge. Our strategies are driven by a rigorous, disciplined process, helping reach your investment goals.
