About the firm
A retirement planning practice, licensed to see the plan through.
Tax Free Wealth Plan is a national retirement and tax-free wealth planning firm serving clients in all 50 states. We design retirement income and tax-free wealth plans, and our strategists hold the licenses and appointments needed to put those plans in place. The experience behind it goes back decades.
What we are
An independent firm, built around planning.
We are appointed with 25 companies and shop that market for what fits your numbers. We do not provide investment-advisory or securities services, and we say so plainly.
We are
- A national firm. Serving clients in all 50 states, with licensed strategists available nationwide. Wyoming is our domicile, not our footprint.
- A licensed firm, NPN 21442325, appointed with 25 companies whose products can only be placed by licensed professionals.
- A network of licensed strategists, each individually licensed in the states they serve, with decades of combined experience.
- Planners first. The plan is designed before any product is chosen to fit it.
- Free to talk to. No fee for the consultation or the plan design, and no obligation to buy.
We are not
- A registered investment adviser or broker-dealer. We do not manage investments or sell securities.
- A source of tax or legal advice. We explain how products work; your CPA or attorney advises on your situation, and we are glad to work with them.
- A call center. You work with one licensed strategist who knows your file.
- A firm that charges you a planning fee. If a product is placed, the issuing company compensates the strategist. See How we are paid.
Our history
A new name. Not a new practice.
Tax Free Wealth Plan is a newer name. The people behind it are not. Here is the whole story, because we would rather you hear it from us than wonder about it.
Decades of combined experience
The people who build your plan have spent their careers in retirement and tax-free wealth planning. Most of that work happened before this name existed.
One firm, one standard
Established practices came together under one name, one process and one standard, instead of operating as separate shingles. The structure is what changed.
On the public record from day one
We would rather be checkable than vague. NPN 21442325, registered in Wyoming, every strategist licensed and listed. See Licensing.
The strategists
Backed by 75+ licensed strategists nationwide.
When you get your plan, you are assigned the strategist who fits your numbers and your state. One strategist, start to finish: licensed and appointed to place the plan, in plain English, on your schedule.
No strategist matches that name. Clear the search to see everyone.
Strategists are licensed professionals partnered with Tax Free Wealth Plan LLC, each individually licensed in the states they serve. Verify the firm or any strategist on the NIPR producer lookup.
Get matched with oneBegin
See your gap. Then see the plan that closes it.
Free. Private. No obligation. All 50 states.