One Leads to Surprises, One Leads to Savings

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Tired of being surprised by costly taxes every year? At WMGNA, we specialize in tax optimization strategies and on-going financial planning so you can reduce your tax bill and save thousands. Our experts stay up to date on ever-changing tax laws, so you don’t have to – this means it’s easier than ever to maximize your wealth and mitigate tax fees.

WMGNA offers a tiered subscription model, allowing you to only pay for what you need. From understanding your life stage to taking a 360-view at your finances, our team constructs a personalized plan unique to you.

Typical financial advisors view April 15th as a deadline, when in reality it’s a starting point. If you had an unpleasant surprise last tax season, it’s time to start proactively tax planning so you can create a better financial future.

Whether you’re working or already Restyled™, a quick 10–15-minute call can potentially save you, at least $5,000 now.

Founded on August 15, 1995, as Sound Financial Strategies, LLC (SFS), the company had a unique model: a monthly subscription service that included your taxes prepared by CPAs. Our mission was simple, to be a “one-stop” tax and financial management firm that coordinated all our clients' financial matters.

Fast forward to August 2020, WMGNA celebrated its 25th anniversary with a rebrand to better align its messaging with what the team does best—tax-out financial solutions. This unique approach has helped us expand our reach and serve clients in 27 states nationwide.

Our personalized solutions ensures that your financial solutions are in continuous alignment with your life situation and goals—now and into the future!

Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Advisory Services offered through WMGNA, LLC, a registered investment advisor. WMGNA and Triad Advisors are separate and unrelated companies.