Description
The Alliance Membership includes:
- (1) Two-Hour Onboarding Call
- (12) One-Hour Group Freedom & Legacy Planning Calls
- (12) Thirty-Minute Monthly Planning Calls
- Tax Advantaged Approach to Asset Allocation
- Access to all live and virtual HSA events
- eMoney Advisor Wealth Management Dashboard
- Risk Tolerance Planning
- Access to Exclusive, Vetted Deal Flow
- Access to Members Only Portal of Extensive Educational Content
- Special pricing for add ons such as calls and additional meetings
- PIF discount
The membership level is designated for Non-Accredited Investors. Click Here for Accredited Investor information.