Optimize every aspect of a person’s financial plan

The key to a successful office is providing prospects and clients with as many valuable services as possible. You will find that by implementing taxes, elder law & managed money into your practice that you will obtain many clients and referrals​.

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what you get

Turn-Key Business Models For A Successful Holistic Practice

Managed Money

Create an investment approach that emphasizes risk-managed portfolios designed to meet the specific needs and risk tolerance of your clients.

Build A Tax Practice

We help you generate 75 to 150 new tax clients each year who need your insurance and financial products.

Smart Estate Planning

Create, execute, fund and maintain your clients estate planning specific needs.

tax model

Grow a thriving tax practice


Plant the seed

Encourage your prospects to take advantage of the tax services your firm provides. By offering this non-threatening opportunity to your prospects, you give them an easy entry to start getting to know your firm.


Water the plant

In most financial marketing concepts, the producer presents to the client one opportunity and if the client chooses not to implement that plan, the client and producer will part ways. However, when offering the tax preparation services, the Producer now has an opportunity to sit with the client each year during the Income Tax Preparation Season.


Watch it grow

Most accountants, insurance professionals and financial planners do not use the review of the tax return in meeting with people. By becoming an expert in using the tax return form, you will be able to build rapport and convert your tax clients to full blown financial clients.

Ready to grow your business?

Megastar Advisors is committed to supporting the top producers in the industry. Founded on the backs of industry disrupters, we're not your typical FMO.

Learn about our marketing programs

All of our core business models are built upon the same growth strategy – to establish your name brand as a trusted source for financial services within your community.

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Become a Megastar Advisor

Become part of an ongoing network of advisors where you can forge relationships and make contacts that will support you throughout your career.

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