Legacy Member

From: $4,000.00 / month

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Description

The Legacy Membership (ideal for those near-sale, post-sale, or recently retired) includes:

  • (1) Two-Hour Onboarding Call
  • (1) Annual Leadership or Biz Dev Day with Frank Curtain of High Speed Consulting
  • (2) Live Luxury Meetings Structured as Small-Group Intensives
  • (12) One-Hour Group Freedom & Legacy Planning Calls
  • (12) One-Hour Monthly Planning Calls
  • 24/7 Support From The Entire HSA Team
  • 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

The membership level is designated for Accredited Investors. Click Here for Accredited Investor information.

Additional information

Payment Options

Pay in Full, 12 Monthly Installments