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Let my Team and I guide you for the next 90 days ...

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Meet Your Professionals

Edward Collins, CPA, JD.
Your Wealth Coach

Angelo Arrieta, JD.
Legal Consultant

jose Perez Ramos, MBA.
Business Consultant

Frank Garza
Client Success Advisor

Abigail Holmes
Client Success Advisor

Anahi Cardenas, EA
Tax and Bookkeeping Consultant

Muhammad Zia, CPA.
Tax Consultant

frequently asked questions

  • What's the investment for Elite?
    The fully business deductible investment for the Elite program starts at $15,000.
  • What happens after the 30 days?
    Elite is a time-limited program with a set investment and commitment period. After 90 days, your business structure and tax strategy will be fully optimized. Once the program ends, members have the option to renew for another 90 days if needed or utilize our other services such as Tax Preparation, Bookkeeping, or Wealth Management.
  • Do I need to pay for attorney drafting separately?
    The cost of drafting the necessary documents for implementing the strategy is not included in the program. We work with clients across all 50 states and have partnered with trusted professionals trained in our methodologies to efficiently follow our Blueprint and complete the process within days.
  • ​How much are the drafting fees?
    Drafting fees vary significantly depending on your state and the number of entities and trusts required. Generally, the cost for a few trusts, two holding companies, and a few operating companies is around $5,000. Please note, this is an estimate and not a definitive quote.
  • Can I see testimonials?
    Please click this link to watch our results.
  • How many 1-on-1s do I get?
    The program includes one 1-on-1 session with Edward (requiring preparation on the member's side) and unlimited 1-on-1 sessions with your Client Success Advisor, within reason.
  • What professionals do I get access to?
     • Client Success Advisor (CSA): A consultant who will guide you through each step of the process and be your primary contact.

     • In-House Attorney: Available during weekly office hours for legal questions regarding your structure and inter-company agreements.

     • In-House CPA: Available during weekly office hours for accounting or tax-related questions about your new structure.

     • Edward Collins: A 1-on-1 strategy session with Edward, which requires preparation with your CSA. Additional sessions are available at an extra cost.

     • Trusted Professionals: Access to a network of attorneys who are knowledgeable in implementing the structures we develop for our clients.
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Facebook makes us say all of the above. Sorry. Now for some more legal stuff. You had to know this was coming. After all, didn't we tell you that Edward is a lawyer. TERMS OF SERVICE