Join the Club

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JOIN THE CLUB

CLUB MEMBERSHIP COST

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Silver Club Member

$15/month or $150/year

  • 5-10% Discounts on local businesses
  • 1-on-1 hours with a Certified Financial Advisor (2 hr. / 6 months)
  • Full access to our proprietary stock recommendation platform (i.e Stocks for the WEEK)
  • Daily/Weekly market news updates keeping you fully engaged (via email or phone).
  • List of lowest valuation stocks in that sector and highest growth stocks
  • Discounted access to networking events and guest speakers

Gold Club Member

$45/month or $500/year

  • 5-25% Discounts on local businesses
  • 1-on-1 hours with a Certified Financial Advisor (2 hours / 3 months)
  • Full access to our partners stock recommendation platform
  • Daily/Weekly market news updates keeping you fully engaged (via email or phone)
  • Discounted access to exclusive networking events and guest speakers

Platinum Club Member

$200/mo. or $2,400/year

  • 5-25% Discounts on local businesses
  • 1-on-1 hours with a Certified Financial Advisor (Full Top-priority Service)
  • Full access to our proprietary stock recommendation platform
  • Daily/Weekly market news updates keeping you fully engaged (via email or phone)
  • Full access to exclusive networking events and guest speakers
  • Surprise exclusive content, invite only networking events, special perks
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What kind of Investor are you? Select an Investor type from the dropdown below

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Rank your investing goals by moving the boxes in order from most important to least important

  • 1.BUILD A LONG-TERM PORTFOLIO
  • 2. INVEST FOR KIDS COLLEGE
  • 3. INVEST A LARGE CASH LUMP SUM
  • 4. INVEST FOR HOME DOWN PAYMENT
  • 5. INVEST FOR NEW BUSINESS
  • 6.INVEST IN HEDGE FUNDS/PE FUNDS/OTHER
  • 7. OTHER
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Age of each child you claim.

Add another child

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