Frequently Asked Questions (FAQs)
Transition of Wealth and Tax Strategy Services to TFW Advisors™
Why does WealthAbility® no longer refer people to the WealthAbility® CPA Network for wealth and tax strategy services?
WealthAbility® is focused on providing educational resources and tools that empower individuals to take control of their wealth and tax strategies. While we no longer refer people to the WealthAbility® CPA Network for wealth and tax strategy services, we recognize the need for specialized, expert guidance. To ensure consistent, high-quality service and a client-focused approach, Wealthability® now refers services to TFW Advisors™, the world’s first CPA franchise offering personalized wealth and tax strategy planning based on the principles in Tom Wheelwright’s best-selling book “Tax-Free Wealth.”
Who is TFW Advisors™?
To learn more about TFW Advisors™, visit https://tfwadvisors.us
What is the relationship between WealthAbility® and TFW Advisors™?
WealthAbility® and TFW Advisors™ are separate entities. WealthAbility® focuses on education, tools, and resources, while TFW Advisors™ provides direct tax and wealth strategy services.
Is WealthAbility® responsible for the services provided by TFW Advisors™?
No, WealthAbility® and TFW Advisors™ operate independently. WealthAbility® does not assume liability for services provided by TFW Advisors™. TFW Advisors™ is responsible for its own client services and performance. You can be assured that TFW Advisors™ holds itself to a high standard of service and professionalism.
If I previously worked with a WealthAbility® Network member, can I continue with that advisor?
Your WealthAbility® Network member may now be affiliated with TFW Advisors™ or operating independently. We recommend checking with your previous advisor to understand their current services.
If I have a question for the WealthAbility® Network advisor I previously worked with, How should I address it?
If you have questions or concerns for your advisor from the WealthAbility® CPA Network, we encourage you to address the matter directly with that individual or firm. WealthAbility® does not have direct oversight of Network members.
