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Available Online

Wealth-Building & Advanced Strategies

For higher-income earners

30 min
$750 (= $750 Credit)
Phone or Zoom

Service Description

This is a Wealth-Building & Advanced Tax Strategies call that will be held over the phone to determine the benefit to you. Please call Scott or open your Zoom invite (if any) at your set appointment time. $750 credit toward future tax strategy if used within 14 days.


Cancellation Policy

To cancel or reschedule, please contact us at least 24 hours in advance


Contact Details

(888) 549-2226

info@recordsinorder.com

131 Stony Circle #500, Santa Rosa, CA


Submit our Payment Form before the session.

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San Francisco

201 Spear Street #1100
San Francisco, CA 94105

San Mateo

1900 S. Norfolk St. #350
San Mateo, CA 94403

Santa Rosa

131 Stony Circle #500
Santa Rosa, CA 95401

Oakland

1300 Clay St #600
Oakland, CA 94612

Walnut Creek

1990 N California Blvd #800
Walnut Creek, CA 94596

San Jose

111 N Market St #300
San Jose, CA 95113

©2024 by Records In Order

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