Tax Free Wealth Plan

Your retirement plan, your strategist and your application, together in one simple app. See what your plan does, get answers any time and always know what happens next. Made for Tax Free Wealth Plan clients. Your strategist sets up your account and sends you an invitation by email. Not a client yet? Visit taxfreewealthplan.com/contact to schedule a call. YOUR PLAN, MADE CLEAR See the options your strategist chose for you and the numbers behind each one, laid out simply. No jargon and no fine print to dig through. ANSWERS, DAY OR NIGHT Ask about your plan, your documents or your application and get a clear, plain-English answer in seconds. When a question needs a person, your strategist is one tap away. A REAL PERSON WHEN YOU WANT ONE Message your strategist right from the app, or call with a single tap. The people who know your plan are always close by. APPLY AT YOUR OWN PACE Your application comes in short, simple steps, with the details we already have filled in for you. Stop any time and pick up right where you left off. SIGN WITH CONFIDENCE When paper forms are needed, your strategist reviews and signs first. Then you print your pages, sign them and scan them with your iPhone camera. ALWAYS KNOW WHAT'S NEXT Follow your application from start to finish, with every step laid out so you're never left wondering. LIVE ON YOUR LOCK SCREEN Know the moment your application moves, with updates on your Lock Screen and a widget for your Home Screen. Before each call, a live countdown shows who you're meeting and when. Confirm you'll be there with one tap, and join video calls right from your Lock Screen. YOUR FILES IN ONE PLACE Illustrations and documents your strategist shares with you are kept here, ready whenever you need them. LEARN THE EASY WAY Short guides picked for your plan and simple calculators, like your retirement income gap, help you understand your options before you decide. SIMPLE, PRIVATE AND SECURE No password to remember. Sign in with a code we email you, then open the app with Face ID. Your information is encrypted, and you can delete your app account at any time. Questions? Call Tax Free Wealth Plan at (208) 886-5002 or visit taxfreewealthplan.com. Tax Free Wealth Plan LLC is a licensed insurance agency, not a registered investment adviser, broker-dealer, law firm or accounting firm.