Subject: Quick question — would you mind taking a look at this?
Quick question — would you mind taking a look at this?
April 14th, 2026 at 9:30 am EDTHi [[custom first_name]], I wanted to run something by you and get your honest thoughts. I’ve been working on a new project called PreserveLegacy.org. The idea is simple — it helps someone record their experiences, values, and guidance in a st ...
Quick question — would you mind taking a look at this?
April 11th, 2026 at 1:27 pm EDTHi [[custom first_name]], I wanted to run something by you and get your honest thoughts. I’ve been working on a new project called PreserveLegacy.org. The idea is simple — it helps someone record their experiences, values, and guidance in a st ...
I wanted to tell you about a Solo 401(k)
March 23rd, 2026 at 11:56 am EDTSolo 401(k)Hi [[custom first_name]], I wanted to tell you about a Solo 401(k) before tax season ends. You may find it useful. A self-employed professional earning $90,000 could potentially contribute about $47,000 to a Solo 401(k). Most people are ...
I wanted to tell you about a Solo 401(k)
March 16th, 2026 at 3:33 pm EDTSolo 401(k)Hi [[custom first_name]], I wanted to tell you about a Solo 401(k) before tax season ends. You may find it useful. A self-employed professional earning $90,000 could potentially contribute about $47,000 to a Solo 401(k). Most people are ...
FinCEN Filing – $100 Off Your BOIR Filing Ends Tonight at 11:30 PM PST!
March 21st, 2025 at 1:06 pm EDTFinCEN Filing – Deadline!!!Hi [[custom first_name]], If you haven’t completed your FinCEN Beneficial Ownership Interest Report (BOIR) filing yet, you need to act now. The FinCEN deadline for filing is March 21, 2025. Click the link below and ge ...
FinCEN Filing – $100 Off Your BOIR Filing Ends 3/21/2025!
March 20th, 2025 at 12:31 pm EDTFinCEN Filing – New Updated Deadline Looming!Hi [[custom first_name]], If you haven’t completed your FinCEN BOIR filing yet, you need to act now. The new updated deadline is March 21, 2025. Click the link below and get your BOIR filing done tod ...
FinCEN Filing – $100 Off Your BOIR Filing Ends 3/21/2025!
March 18th, 2025 at 11:45 am EDTFinCEN Filing – New Updated Deadline Looming!Hi [[custom first_name]], If you haven’t completed your FinCEN BOIR filing yet, you need to act now. The new updated deadline is March 21, 2025. Click the link below and get your BOIR filing done tod ...
FinCEN Filing – $100 Off Your BOIR Filing Ends 3/21/2025!
March 14th, 2025 at 3:45 pm EDTFinCEN Filing – New Updated Deadline Looming!Hi [[custom first_name]], If you haven’t completed your FinCEN BOIR filing yet, you need to act now. The new updated deadline is March 21, 2025. Click the link below and get your BOIR filing done tod ...
FinCEN Filing – $100 Off Your BOIR Filing Ends 3/21/2025!
March 12th, 2025 at 1:54 pm EDTFinCEN Filing – New Updated Deadline Looming!Hi [[custom first_name]], If you haven’t completed your FinCEN BOIR filing yet, you need to act now. The new updated deadline is March 21, 2025. Click the link below and get your BOIR filing done tod ...
VIP Discount - Renew Now to Save!
March 5th, 2025 at 4:24 pm EDTExisting Clients Only!VIP Discount Code (Correction)Hi [[custom first_name]], YOUR SUPPORT PLAN HAS EXPIRED!!! Investing with a Self Directed IRA LLC is an ongoing journey, and having the right support is crucial to staying on track and achieving y ...