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1. Our Integrated Approach

Many professionals excel in their specific fields but often miss the big picture. Edward, who specialized in Business, Estate, and Tax Law, has designed Uplevel Elite for those who:

  • Have a family and loved ones they want to protect and provide for after they are gone, which is why estate planning is one of our main concerns.
  • Understand they are the best stewards of their resources and recognize that someone in Washington DC doesn't know how to best use those resources. We ensure that high W-2 earners and successful business owners pay only the minimum required to Uncle Sam through effective tax strategies.
  • Want to safeguard their wealth from poor counsel and inadequate structures. Edward has seen too many business owners lose everything they've built due to these pitfalls. Our program includes a solid asset protection strategy to prevent this, ensuring you only need to build your wealth once.

2. Fast and Precise Results

What took Edward 26 years to optimize and bring to fruition, you can accomplish in just 90 days. By avoiding the mistakes he made—such as receiving poor counsel, using the wrong professionals, neglecting responsibility for your structure, and staying ignorant of basic tax strategies—you can set a strong foundation for your wealth that will last for generations.

3. More Than Just Services

Generational Wealth for Your Family... Forever

We've encountered many clients who came to us after hiring professionals that created complex structures they didn't understand, making them dependent on those professionals. Our goal is to empower you and your family. Over the next 90 days, we'll lay the foundation for lasting generational wealth, giving you the knowledge and tools to operate your assets independently.

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