Frequently Asked Questions (FAQs)
Transition of Wealth and Tax Strategy Services to TFW Advisors
Why has WealthAbility® discontinued offering wealth and tax strategy services through the WealthAbility® Network?
WealthAbility® has shifted its focus to providing educational resources and tools that empower individuals to take control of their wealth and tax strategies. While we no longer offer direct services through the WealthAbility® Network, we recognized the need for specialized, expert guidance. This led to the transition of these services to TFW Advisors, the world's first CPA franchise offering personalized tax and wealth strategy planning at the highest level.
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. Although WealthAbility® no longer offers these services through the WealthAbility® Network, we recommend TFW Advisors due to their expertise and alignment with our mission.
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. However, TFW Advisors offers comprehensive wealth and tax strategy services designed to meet your needs. You can explore working with their experts for a seamless transition.
If I have a complaint about a WealthAbility® Network advisor I worked with. How should I address it?
If you have concerns about a previous advisor from the WealthAbility® Network, we encourage you to address the matter directly with that individual or firm. WealthAbility® does not have direct oversight of former Network members.
