Wilson Hand Retirement

Take Control of Your Retirement

Keep More of What You’ve Earned

STEP 1: Watch the Training Video: How to Secure Your Retirement and Avoid Costly Retirement Mistakes

STEP 2: SCHEDULE A
NO-COST
CONSULTATION

The quick assessment below will help us determine if the ARP Program is a good fit for you. If you qualify, you’ll have the opportunity to schedule a free consultation with one of our expert tax attorneys. Spaces are limited due to scheduling availability.

Name
What is the total value of your retirement portfolio (401(k), Traditional IRA, etc.)?
What is the total combined value of your investment accounts outside of your tax-deferred retirement accounts? This includes taxable brokerage accounts, stocks, bonds, ETFs, mutual funds, and real estate investment accounts?
Are you interested in having a free consultation with one of our retirement experts?
Please provide a date and time that works best for you, Monday through Friday between 8:00 AM and 5:00 PM MDT.
By checking the box, you are agreeing to receive information by text message/SMS from the Wilson Hand. You are agreeing to receive information about our programs, services, marketing offers, and partnership opportunities from Wilson Hand. The frequency of messages may vary. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. Text HELP for help or reach out to us at [email protected] or 801-695-9670. Reply STOP to unsubscribe. Visit our Terms & Conditions and Privacy Policy at wilsonhand.com/privacy-policy
=

Answers to Your Most Important Questions About the Accelerated Retirement Plan

Who is the Accelerated Retirement Plan for?

ARP is designed for individuals and families with $2M+ in retirement savings looking to protect their wealth and avoid unnecessary taxes.

How does the ARP eliminate taxes?

ARP is structured to allow tax-free growth and withdrawals, with no penalties for converting from traditional retirement accounts.

Does the ARP protect my savings from market fluctuations?

Yes, the ARP guarantees protection from market losses, ensuring your savings remain secure even during market downturns.

What happens after I fill out the qualification questionnaire?

Once you complete the questionnaire, we’ll review your responses to determine if you qualify for the Accelerated Retirement Plan. If you do, you’ll have the opportunity to schedule a consultation with one of our tax attorneys to discuss your personalized retirement strategy.

Sign up to receive exclusive insights from Wilson Hand, or connect with a member of our team to learn more about the practice areas aligned with your goals.

Connect With Our Team