Franchise Opportunity
TFW Advisors® Defined
Beyond Taxes, Your Wealth Building Ally
With a community of over 300,000 followers worldwide, we ́re known for our TFW Advisors™ System—a roadmap for increasing wealth while reducing taxes, championed in Tom ́s bestseller title “Tax-Free Wealth.” So, the question now is: Why buy someone else’s practice with all their skeleton‘s when you could build your own with TFW Advisors?
The Four Pillars of Tax-Free Wealth®
Wealth Strategy
Entrepreneurs often excel in their business operations but
struggle with investing outside their business. Our TFW
partners will work with entrepreneurs to help them choose the
best investment path, focusing on the right asset class and
building an effective team.
Tax Strategy
A comprehensive tax strategy, integrated with a wealth
strategy, helps reduce tax rates, improve the type of income to
lower tax rates, earn tax-free income, and offset taxes through
strategic investments. When combined with a legacy strategy
and wealth strategy, it can lead to a Tax-Free Life ®.
Asset Protection Strategy
As wealth grows, more people may target it. Effective asset
protection involves selecting the right entities to own assets
and structuring a legacy strategy to transfer wealth to family
and charities.
Legacy Strategy
Regardless of whether clients plan to leave money to family or
charity or spend it all, a legacy strategy protects against threats
from individuals and the government. You, as a Franchise Owner,
will help clients reduce current income taxes while benefiting
charities and loved ones. Without proper planning, gift and estate
taxes can consume up to 50% of your client’s wealth.
Industry Statistics
Recession-Proof & Growing Industry
Accounting Industry Revenue
= $145 Billion
statista.com
The Bureau of Labor Statistics projects
HIGH DEMAND FOR ACCOUNTANTS
bls.gov
86% of Small Business Owners say accountants are
TRUSTED AND VALUABLE ADVISORS
smallbiztrends.com
70% of Small Business Accountants view their
ADVISORY ROLES BECOMING MORE STRATEGIC
according to PayPie
“My goal in life is to make taxes fun, easy & understandable.”
TOM WHEELWRIGHT, CPA
Entrepreneur | International Educator | Best
Selling Author | Rich Dad Advisor
• Published Professional
• A Known Expert
• Decades of Experience
• Passion
For more information visit our website
www.tfwadvisors.us
Benefits And
Differentiators
Live Tax Free
What makes us different?
We view taxes as incentives not penalties.
We make it fast, easy & permanent.
We create a comprehensive wealth & tax strategy with clients not for clients.
We guide clients on how to use their tax savings to build tremendous wealth.
We work with clients to protect their legacy with generational tax-free wealth.
We utilize the tax code as a roadmap for success.
We are strategic partners that help convert client's tax liabilities into advantages.
What do we offer?
• Specialized training designed to follow our exclusive tax-free wealth formula, fostering
the development of client’s wealth and tax strategies.
• An array of practice management resources to promote business growth.
• Technical tax training to enhance your expertise and proficiency in tax matters.
• A support team committed to help you grow your business and expand your services.
• Access to systems that improve profitability and helps to have better client communication.
• A vibrant community of wealth and tax professionals led by the esteemed tax authority,
Tom Wheelwright.
The TFW Advisors® Way
Unleash success with our proven systems
Our number one goal is to build a thriving franchise owner community and build America’s
largest CPA-based tax advisory service community. When you invest in a franchise, you are
investing in the leadership behind the brand.
Our franchisees thrive in our success-driven system. With a suite including an operating
manual, training and certification, brand standards, marketing support and sales support, each
franchisee has the essential tools for success.
Our team brings expertise in all areas of your business
Leadership, Marketing, Finance, Operations, and Technology
These meticulously crafted systems form the backbone of our franchise, ensuring unparalleled
support and success in every TFW Advisors® location and territory.
Your journey begins with initial franchise training with TFW Advisors® Corporate. Ongoing
training classes are hosted throughout the year via live webinars, conference calls and online
classes.
From robust training and support programs, systems, tools, and more, TFW Advisors®
provides the support you need to write your success story. Marketing and promotional
materials are also provided for ongoing unit-level sales growth so franchisees can concentrate
on building their businesses.
Supporting franchise owners is the backbone
of our success. We look forward to helping you
build
your business empire.
Franchise Support
TFW Advisors® partners with you,
guiding you along your path
We support you with innovative marketing platforms, powerful economies of scale, dedicated
operational support team and a robust training department.
Key Areas of Support Include:
Innovative Marketing Programs
Popular Annual Conferences and Seminars
TFW Advisors Pro-shop for franchisees
The Premier App
Human Resources
Preferred Vendor Program
Ongoing Franchisee Support
TFW Advisors® is Perfect for Accountants, CPAs and Financial Planners
who want to help their clients build a rock-solid financial legacy.
TFW Advisors®
Discovery Steps
#1
Begin your franchise
discovery process by
reviewing our
franchise website.
#2
Register for your
Franchise Discovery
Kit and begin your
journey.
#3
Register and attend
a Virtual Discovery
Day to learn more
about the TFW
Advisors™ Franchise.
#4
Complete your
Franchise
Application.
#5
Request your
Franchise Disclosure
Documents.
#6
Sign agreements
and meet your
dedicated
onboarding team.
#7
Complete your
onboarding and
training experience &
celebrate.
#5
Register for your
Franchise Discovery
Kit and begin your
journey.
#6
Register and attend
a Virtual Discovery
Day to learn more
about the TFW
Advisors® Franchise.
We are here to help you navigate the franchise discovery process, answer your questions, and align you with resources to optimize your business start up and growth.
Fueling Your Success for a Prosperous Future
Register to Receive Your Discovery Kit
This website and the franchise sales information on this site do not constitute an offer to sell a franchise. The offer of a franchise can only be made through the delivery of a franchise disclosure document. Certain states require that we register the franchise disclosure document in those states. The communications on this website are not directed by us to the residents of any of those states. Moreover, we will not offer or sell franchises in those states until we have registered the franchise (or obtained an applicable exemption from registration) and delivered the franchise disclosure document to the prospective franchisee in compliance with applicable law.
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