GENWEALTH 360 | TAX-FIRST FINANCIAL ARCHITECTURE FOR PHYSICIANS

GENWEALTH 360 | TAX-FIRST FINANCIAL ARCHITECTURE FOR PHYSICIANS

PRIVATE TAX PLANNING ASSESSMENT

PRIVATE TAX ARCHITECTURE ASSESSMENT

GENWEALTH 360 | TAX-FIRST FINANCIAL ARCHITECTURE FOR PHYSICIANS

PRIVATE TAX PLANNING ASSESSMENT

Your Income Has Outgrown Standard Planning.
Has Your Financial Plan Kept Up?

Many high-income physicians have a CPA, retirement accounts, and investment advice—yet no one is evaluating how one financial decision changes the tax outcome of the next.

PRIVATE TAX PLANNING ASSESSMENT

Your Income Has Outgrown
Standard Planning.
Has Your Financial Plan Kept Up?

Many high-income physicians have a CPA, retirement accounts, and investment advice—yet no one is evaluating how one financial decision changes the tax outcome of the next.

Tax Planning Should Not Be a Separate Conversation.

High-income physicians are often served by capable professionals. The issue is not a lack of advice. It is that entity structure, compensation, retirement design, investments, insurance, and estate decisions are often made separately.

Genwealth 360 begins with the tax code and evaluates how each decision affects the next—so you can see whether your current structure is working together or quietly creating unnecessary exposure.

The Genwealth 360 Difference

Tax-first financial architecture for physicians with complex income.

Before a major financial move is made, we evaluate how your entity, tax, retirement, investment, risk, and estate decisions interact.

One coordinated plan. One informed direction.

This Private Assessment Is Designed For Physicians Who:

  • Have growing income, multiple income sources, or financial structures that have outgrown standard planning
  • ​Are receiving advice from multiple professionals—but do not have one coordinated plan
  • Want to understand how their tax, entity, retirement, and investment decisions affect one another
  • ​Want to determine whether their current structure may be creating unnecessary tax exposure
  • ​Want clarity before making their next major financial decision

WHAT YOUR PRIVATE ASSESSMENT IS DESIGNED TO UNCOVER

Your Tax Return Does Not Show the Whole Picture.

Your Financial Decisions May Not Be Working Together.

You can have a CPA, retirement plans, investment advice, and multiple professionals involved—while still missing how one financial decision changes the tax result of the next.
  • ​ Whether your entity and compensation structure still fit your current income
  • Where retirement, investment, risk, and tax decisions may be disconnected
  • ​ Which decisions may be creating unnecessary tax exposure before capital is committed
  • ​Whether your current advisors are operating from the same financial blueprint
  • ​What should be evaluated before your next major financial move

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HOW GENWEALTH 360 CONNECTS THE PIECES

  • Entity and compensation planning built around your current income
  • Retirement, investment, risk, and estate decisions evaluated through a tax-first lens
  • ​Major financial moves evaluated before capital is committed
  • One coordinated plan across the professionals responsible for implementation

HOW GENWEALTH 360
CONNECTS THE PIECES

  • Entity and compensation planning built around your current income
  • Retirement, investment, risk, and estate decisions evaluated through a tax-first lens
  • ​Major financial moves evaluated before capital is committed
  • One coordinated plan across the professionals responsible for implementation

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  • ​Free Bonus #2: Big Marketing Idea Multi-Media Training Bundle ($199 Value) – Everything you need to have your first Big Marketing Idea implemented and generating sales in just days!
  • ​Free Bonus #3: The Marketing Blueprint To Dominating Any Marketplace ($59 Value) – The exact blueprint to dominating ANY niche… no matter what your skill level is or what product you’re selling.
  • ​Free Bonus #4: COPY-HYPE! - The Counterintuitive Secret To Writing Million-Dollar Copy…Used By A-List Copywriters... Without “Hyped Up” Or Exaggerated Claims ($58 Value) – Counterintuitive copywriting secret… currently being used by the top A-list copywriters in the game… for writing million-dollar copy without sounding like an overhyped salesman.
  • ​​Triple Money Back Guarantee – You’re either THRILLED with your investment or we will give you 3X your money back immediately.
  • ​“Keep It All” Guarantee – On top of your Triple Money Back Guarantee, if for some crazy reason or any reason at all you don't absolutely love it, you get to KEEP the $615 worth of bonuses completely free.

What Medical Professionals
Say About Genwealth 360

""I have been a Physician Assistant for 6 years and I wish I would have connected with Shawn sooner as he has done so much to help save me from the IRS taking out so much taxes. He has gone above and beyond to build a strategy to help optimize my financial savings. I thought I was going a great job on my own until I met with him and realized there was so much more that could be done. I would highly recommend having Shawn on your team if you want to optimize your wealth."
TANYA SCHROBLIGEN, PA | Physician Assistant
"I have worked with a lot of tax accountants but Shawn is on top of his game. He is very knowledgeable regarding tax preparation and wealth generation for physicians. He is also very passionate about what he does. I wish I had done this 10 years earlier. I highly recommend him."
Nkiruka (Nkiruka Akabike) Ndu  | M.D. FACP
"Shawn and his team at Genwealth have been awesome. The plan he prepared saved us tens of thousands of dollars in taxes, and provided us with a clear vision to maximize our wealth while decreasing our tax liability. We are very grateful for his patience and guidance."
OLLIE FISHER | General Dentist
"I first met Shawn for a tax assessment. What I liked immediately is that Shawn was very easy to talk to; he made me feel very comfortable. He clearly explained his plan for my immediate short-term needs and also outlined a vision for my long-term goals. I felt reassured and confident that Shawn and the GWI team were the right people for my needs. I now have a much better understanding of my long-term financial strategy. My only regret is that I didn’t meet Shawn earlier."
JC CHAVEZ MS | PA-C
""I have been a Physician Assistant for 6 years and I wish I would have connected with Shawn sooner as he has done so much to help save me from the IRS taking out so much taxes. He has gone above and beyond to build a strategy to help optimize my financial savings. I thought I was going a great job on my own until I met with him and realized there was so much more that could be done. I would highly recommend having Shawn on your team if you want to optimize your wealth."

TANYA S., PA | Physician Assistant
"I have worked with a lot of tax accountants but Shawn is on top of his game. He is very knowledgeable regarding tax preparation and wealth generation for physicians. He is also very passionate about what he does. I wish I had done this 10 years earlier. I highly recommend him."

Nkiruka N.  | M.D. FACP
"Shawn and his team at Genwealth have been awesome. The plan he prepared saved us tens of thousands of dollars in taxes, and provided us with a clear vision to maximize our wealth while decreasing our tax liability. We are very grateful for his patience and guidance."
OLLIE F. | General Dentist
"I first met Shawn for a tax assessment. What I liked immediately is that Shawn was very easy to talk to; he made me feel very comfortable. He clearly explained his plan for my immediate short-term needs and also outlined a vision for my long-term goals. I felt reassured and confident that Shawn and the GWI team were the right people for my needs. I now have a much better understanding of my long-term financial strategy. My only regret is that I didn’t meet Shawn earlier."

JC C. MS | PA-C
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Earnings Disclaimer:

*These are not guaranteed savings. Savings may be more or less and will be determined
during your assessment based on your business size and circumstances.