WealthAbility

WealthAbility, operating out of Tempe, Arizona, has solidified its reputation as a leading institution in tax-free wealth education. Initially established to offer a network for educational resources, WealthAbility has transitioned to empowering individuals, entrepreneurs, and investors with the tools to lessen their tax burdens and enhance their wealth through strategic financial planning.

Origin and Vision of WealthAbility

WealthAbility was created by Tom Wheelwright, a certified public accountant (CPA) with extensive experience in tax and wealth management. His vision for the company was to assist people in achieving financial freedom through intelligent tax strategies and wealth planning. Under his guidance, WealthAbility has aided over half a million business owners in utilizing effective tax strategies to their advantage.

Tom Wheelwright's professional journey includes significant roles such as:

• CEO of WealthAbility Accounting Network (2018-2023)
• Developer of WealthAbility's educational resources (2006-present)
• Founder of TFW Advisors Tax Advisory Franchise (starting November 2023)
• A key advisor in Robert Kiyosaki's Rich Dad advisory group since 2012

Educational Initiatives by WealthAbility

WealthAbility offers a comprehensive range of educational materials and tools to maximize wealth and minimize tax obligations. These resources include:

• Tom Wheelwright's best-selling titles, "Tax-Free Wealth" and "The Win-Win Wealth Strategy," provide insights into effective strategies for wealth accumulation.
• The WealthAbility Show with Tom Wheelwright podcast shares expert advice on achieving financial independence with minimal tax liability.
• The Wealth Evaluator is a free online tool that helps investors and entrepreneurs assess their financial health and set wealth-building objectives.
• WealthAbility Live is a monthly subscription service that offers direct access to expert insights on tax-saving and wealth-building.

Services and Strategy Development by TFW Advisors

While WealthAbility focuses on education, TFW Advisors offers tailored tax and wealth strategy services. This branch of the business aims to guide clients in maximizing their earnings potential by minimizing tax burdens immediately or in the future.

Comprehensive Wealth Management Solutions

TFW Advisors assists clients in developing personalized wealth strategies that align with their unique financial objectives, advising on tax-efficient investment decisions. Tom advocates for a collaborative investment approach, assembling a team of experts to help clients maximize their wealth and reduce their tax payments effectively.

Asset and Legacy Protection

Protecting assets as clients' wealth grows is crucial. TFW Advisors advises on legal structures that shield assets from lawsuits, creditors, and other risks, ensuring clients' financial security. The firm also aids in legacy planning, helping clients devise strategies for transferring wealth to future generations or charities in a tax-efficient manner.

Foundational Values of TFW Advisors

TFW Advisors is driven by a set of core values that influence its services and client relationships:

• Financial Independence: Promoting independence from traditional financial systems such as employers, Wall Street, and government reliance.
• Educational Empowerment: Providing clients with the necessary resources and expert teams to effectively apply sophisticated tax and wealth strategies.
• Ethical Integrity: Maintaining high moral standards ensures clients' strategies are beneficial and conducted with the utmost integrity.

The Tax-Free Wealth System

Developed by TFW Advisors, the Tax-Free Wealth System offers a structured approach to managing wealth that encompasses all aspects of financial planning, from initial tax planning to creating lasting legacies. This system emphasizes the strategic, rather than opportunistic, use of tax laws to enhance clients' financial well-being.

WealthAbility's Commitment to Financial Education

WealthAbility continues to be a treasure trove of educational resources, including books and podcasts by Tom Wheelwright. These tools are instrumental in spreading knowledge about effective wealth management and tax planning.

Incentivized Investment Strategies

In his book The Win-Win Wealth Strategy, Tom explores several investments that attract government tax incentives, encouraging sectors like energy, real estate, and technology. These incentives allow investors to grow wealth and contribute positively to key economic areas.

Leveraging Tax Codes for Wealth

In "Tax-Free Wealth," Tom Wheelwright teaches how to utilize the tax code strategically to foster investment and entrepreneurial ventures, illustrating how tax laws encourage beneficial economic activities.

Recognition and Contributions

WealthAbility, while now focused exclusively on education, has received acclaim for its innovative approach to wealth and tax services, significantly reducing tax burdens for a vast number of clients. Moreover, under Tom Wheelwright's stewardship, the company has developed a highly acclaimed podcast, enriching its listeners with valuable financial advice and stories from real life.

Through WealthAbility's educational offerings and TFW Advisors' personalized services, Tom Wheelwright's vision continues to impact the financial landscape profoundly, enabling countless individuals and businesses to achieve and surpass their financial goals.