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Wholistic Planning, made simple.

Professional consultation Services in all 50 States
Open until midnight on Friday
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Updates


Services

Business Partners

  • X - Master Partner

    $7,500.00
    (Partner+) Business Planning, Tax Strategies, & hands on implementation
  • Y - Partner

    $5,000.00
    Member+"Weekly 1 to 1, Business Planning, Website, FBN/EIN"
  • Z - Jr Partner

    $2,500.00
    Member+"Bi-Weekly 1 to 1 Business Planning"

Wealth Members

  • Premium Member

    $1,000.00
    Monthly 1 to 1 Call/Video, College Planning, Retirement Planning, Estate Planning
  • Member

    $500.00
    Quarterly 1 to 1 Call/Video, eMoney PlanIRA (Roth, Trad, Simple)Debt Blaster
  • Active Subscriber

    $0.00
    Yearly Update Call/Video, Budget Tools, Open Forums, Webinars, Banking, Legal Services

Products

  • Insurance

    $300.00
    Life, LTC, Disability, Health, Auto & Home Owners
  • Investments

    $250.00
    Mutual Funds, IRAs, Roth IRAs, 401ks, ESAs, Advisory Managed Accounts, Broker Services
  • Legal Services

    $200.00
    Living Trust, Will, POAs, LLC, Legal consultation & representation
  • JurisDictionary

    $249.00
    Learn another way to win in court... With or without a lawyer! LearnAnotherWay.com
  • Banking

    Checking, Savings, and Lending

Do you plan to outlive your savings?

Most people don't plan to fail, they fail to plan...

Wholistic planning, made simple. 

Personal Advice by experienced pros!

  • Investments
  • Retirement
  • Insurance
  • Planning
  • Banking
  • College

Will you outlive your money, or will your money outlive you? 

Schedule your complimentary consultation at zyxplan.com


Contact Us

Contact

Call now
  • (209) 730-6696

Business Hours

Mon:Open 24 hours
Tue:Open 24 hours
Wed:Open 24 hours
Thu:Open 24 hours
Fri:Open 24 hours
Sat:9:00 AM – 9:00 PM
Sun:Closed
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