Taxevity avoids working directly with the general public. This isn't a ploy.
Here's why.
Second Opinion
Before you implement a strategy, you may want an independent evaluation from your trusted financial advisor — usually your accountant. Unfortunately, accountants aren't formally trained in the special tax advantages and uses of life insurance (the main tool used). Even if they were, how could they keep up with the latest innovations in a complex field outside their own? If a strategy fails, your accountant may be afraid you'll blame them. So they have a bias against insured strategies.
What happens in the case of conflicting advice? You're forced to pick sides. That's not fair to anyone.
There's hope. If your accountant is open to learning, Taxevity will educate them online or in person at no charge. Maybe they will qualify to join the Taxevity team.
Own Opinion
If you feel comfortable making your own financial decisions, we can talk. Here is the profile of clients who benefit most.
