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Is the Accelerated Retirement Plan Right for You?

Join Nathon Barton on a journey towards “Outrageous Success” with Wilson Hand’s Strategic Partner program. Benefit from cutting-edge tax strategies, enhanced client retention, accelerated practice growth, and multiple revenue streams. With twenty years of experience in exceeding sales targets, Nathon excels in leading cross-functional teams, introducing innovative solutions, and nurturing client relationships.

Partnering with financial advisors, wealth managers, consultants, tax strategists, and estate attorneys serving high-income clients, Nathon is committed to delivering exceptional results.

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Name *

First

Last

Phone *

Email *

How close are you to retirement? *

Less than 5 years
5-10 years
More than 10 years

What is the total value of your retirement portfolio (401(k), Traditional IRA, etc.)? *

$500,000 – $1,000,000
$1,000,000 – $2,000,000
$2,000,000-$5,000,000
$5,000,000+

What is your primary goal for your retirement savings? *

Minimize risks and protect savings
Achieve financial independence
Not running out of retirement savings
Other

Do you have concerns about paying taxes on your retirement savings? *

Have you experienced losses in your retirement savings due to market volatility?

taxes Score savings

Are you currently working with a financial advisor or tax professional?

Would you consider working with an advisor virtually? *

We look forward to assisting you with tailored investment strategies and proven tax mitigation techniques to help grow and protect your wealth.

Schedule a Call

At Wilson Hand, we understand the unique challenges business owners, real estate investors, and affluent individuals face. We go beyond traditional wealth management, offering personalized investment strategies and proven tax mitigation techniques designed to grow and preserve your wealth.