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Questions to Think About

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Is Your Current Advisor Worth 3% in Annual Returns Per Year?

What is the value of an advisor? According to Academic Research "the right financial advisor is worth 3% or more per year in Advisor Alpha and may deliver 30% more retirement income". Here is the Alpha Advisor Framework

  • Active rebalancing of investment portfolios
  • Behavioral coaching
  • Customized client experienced & planning
  • Tax-smart planning & investing

We do not provide legal, tax, financial, or investment advice*

Does Your Money Manager Consistently Beat the Market?

Get access to our portfolio managers who have beaten its benchmark (S&P 500) for the past 5 and 10 yrs. and since its inception (1/31/01)


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Why Doesn’t Everyone Take Advantage of Cost Seg and Bonus Depreciation?

EARN has an exclusive relationship with firms who have data from more than 20,000 studies. • Their Technology creates Cost Seg reports on Residential Buildings for $495-$995, and Commercial Buildings* for $1,295-$2,495.


We do not provide legal, tax, financial, or investment advice*

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Changing Domicile from California to Florida

John expects to move from California and establish a domicile in Florida. They will need to prove to the Franchise Tax Board (FTB) that the intention to leave is unrelated to California’s onerous (up to 13.3%) state tax.