This is the only "Unlimited Retainer",
allowing you unlimited time access to assist you with all
planning topics. This is the ONLYRetainer
that includes income tax preparation and amending
prior returns if needed. It includes our three year tax
guarantee with audit protection. This comprehensive
retainer also comes with all the Estate Planning documents in
addition to monthly follow up as required. This full retainer
also includes the following items:
A specialized organizational file system for your home or
office.
A computerized Financial Management System with training
and support.
A yearly Tax Deduction Book guaranteed to save you money!
Monthly meetings, phone or e-mail consultations
Client Newsletter
Yearly client appreciation party and financial seminar
zehnderwealth.com
