For Financial Advisors Committed to

DELIVERING MASSIVE 
TAX VALUE

Are you looking to take your tax planning expertise to the next level?
At Retirement Tax Services, we're not just about theories – we're about real results.
⭐ We've developed a tailored membership to meet all your tax planning needs: the RTS Essentials Membership.

⭐ We've distilled the most complex tax codes into easy, actionable steps so you can deliver massive value to your clients and attract new prospects effortlessly.
⭐Our membership provide access to a powerhouse database with strategies and tools curated by seasoned Financial Advisors and backed by expert CPAs.

⭐ With Retirement Tax Services, you'll get the best content and real-life examples from experts in the trenches.
If you're seeking a trusted tax team to help you elevate your practice and deliver massive value to your clients, look no further – it's time to join the Retirement Tax Services Community.

WHAT IS RTS ESSENTIALS?

RTS Essentials is a self-guided membership that gives you access to powerful resources that great Advisors are using to deliver massive value to their clients through tax planning. With new resources every month, along with a community to learn from, this Membership will help transform the way you approach tax planning.

EASY, EFFECTIVE & FLEXIBLE SYSTEMS

We only share proven effective systems and processes in the RTS Essentials Membership to make sure you get better results for your business asap. The RTS Team uses these same systems in our own practice. This is why everything in the Membership is built to enable you to have more freedom, work more efficiently and enhance your client acquisition practices.

YOU HAVE ACCESS WHEN IT'S CONVENIENT FOR YOU

Resources in the RTS Essentials Membership are available on our easy to navigate digital platform, allowing you to access the exclusive content and tools whenever you need them. We aim to help you work even more passionately towards your goals and we do not want to waste your time, but to inspire you. 

WHO IS IT FOR?

The RTS Essentials Membership is best suited for Advisors who are really good at taking an example of what works and duplicating it for use in their own practice, by themselves. This is not a “done for you solution” but we provide a community of like minded advisors and everything we do has a focus on helping you take action. 

Make the Choice: Improve Your Practice or Get Left Behind

WHAT DO YOU GET WITH OUR MEMBERSHIP

Make the Choice: 
Improve Your Practice or 
Get Left Behind

 YOUR First 90 Days - Success Plan

 Attend the monthly webinar to become a “Tax Wise Retirement Guide”.
 Read the monthly newsletter and send key ideas to 10 clients or prospects.
 Send the desktop guide to 10 COIs in your niche/geographical area.
 Select one strategy (list of guides) to use with all clients in the next client review meeting.
 Pick the 3 tax strategies most relevant to your niche and add them to your one-page financial plans.
 Submit a tax return for review.
 Each week, take an excerpt from the newsletter to post to your social media.
 Wash, rinse, repeat every 90-days!

90 Days to Success - Start Your Journey Now!

90 Days to Success 
Start Your Journey Now!

WHAT OUR MEMBERS ARE SAYING...

This first year of RTS Premiere was everything I could have wanted!
- Chad C.
 Since joining Retirement Tax Services last year my knowledge of tax planning has grown exponentially.
- Ethan M.
 Huge fan of what you are doing. It's provided me so much value and insight on issues and topics which are vital to my practice yet often go overlooked by advisors.
- Ben S.
 The RTS team is doing fantastic work. There isn't another service out there like yours, and it is needed in our industry 
- Randy K.

THE TEAM

The RTS Tax Team is headed up by a nationally recognized CPA, Steven Jarvis, and the RTS Leadership team includes industry leading CFPs.

That collaboration is a key element to RTS and something that sets us apart from almost every tax offering on the market. We built a system that we know works with financial advisors and their clients because it was built in collaboration with financial advisors who are currently practicing and using the services that RTS offers.

If you are ready to transform your Financial Advisory practice and your entire LIFE, it's time to join our RTS community.

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