Let’s tackle those burning inquiries!

Frequently Asked Questions

The simple answer is nothing, we do not charge a fee directly to you!
But how do we get paid is always a follow–up and important question to answer. We work with our clients on a regular basis and whenever they need to make a financial decision without receiving a bill from us.

When we build out a strategy of tools and products, if you like what you see, we ask that you go through us and the tools we’re sharing with you. Much like your home & auto agent, we get paid directly through the companies we work with, so you’ll never see a direct charge from us.

We like it that way because we want our clients to not feel the pressure of the ‘money clock’ ticking every time they need us!

While we are not tax professionals or Certified Public Accountants (CPAs), nor do we offer tax preparation or specific tax advice, our expertise in financial strategies allows us to provide valuable insights that could impact your tax situation.

Utilizing advanced software commonly employed by CPAs, 10X is equipped to analyze various financial scenarios, generate reports, and offer recommendations.

These preliminary findings should always be reviewed by your tax professional, ensuring a thorough and accurate final assessment.

We are always happy to meet with you and your tax professional to ensure that we’re all on the same page! This collaborative approach underscores our belief in the power of teamwork to achieve optimal financial outcomes.

We are pleased to introduce our premier concierge service, designed to meticulously address all your estate planning needs. This service encompasses the creation of Wills, Powers of Attorney (covering both health and financial matters), Living Wills, Advanced Directives, and the establishment of Revocable Trusts, all offered for a single, transparent fee.

Moreover, we go beyond mere document preparation. Our team is committed to providing a thorough explanation of each document’s purpose and significance. We also assist in the thoughtful selection of beneficiaries, executors, and trustees, ensuring your estate plan aligns perfectly with your wishes and objectives.

For those facing more complex estate planning challenges, rest assured that we have established partnerships with legal experts specialized in tailoring estate planning documents to fit your unique circumstances.

While we are not legal practitioners, our concierge team pledges to support and guide you throughout the entire process, ensuring a seamless and supportive experience.

While we do not directly offer these specific insurance services, we excel in providing expert guidance on crafting a robust insurance strategy. After delivering our strategic recommendations designed to optimize your coverage, we will connect you with a specialist insurance agent who will actualize these plans for you.

Consider it a collaborative effort to ensure you are well-protected. Our goal is to introduce you to the right professionals who will implement the necessary policies, enabling you to enjoy superior coverage with confidence.

Indeed, we pride ourselves on imparting comprehensive knowledge regarding the intricacies of disability and life insurance. Our approach involves educating you on the myriad of options available, advising on how to effectively structure these policies, and leveraging them to your benefit with expert precision.

After equipping you with this crucial information, we’re prepared to assist in the implementation of these policies, tailoring them to meet your specific needs and preferences. Imagine having a dedicated insurance expert readily accessible to guide you through these important decisions. Are you ready to explore the world of insurance protection with us and make informed choices?

Rest assured, we possess detailed knowledge of long-term care insurance, including the various advantageous features it offers. Our expertise extends to understanding the nuances of securing the long-term care benefits that are increasingly sought after in today’s market.

Furthermore, we are proud to have a specialized expert on our team dedicated to guiding you through the intricacies of long-term care insurance.

This specialist will assist you in identifying a policy that not only meets your specific needs but also aligns with your financial planning, ensuring an affordable solution.

Still Have Additional Questions?

Then it’s time to set up a conversation with us!

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