Remove Financial Services Remove Tax Planning Remove Wealth Accumulation
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How Tax Practices Can Stand Out in the Harness Marketplace to Attract New Tax Clients

Harness Wealth

The Harness Marketplace attracts employees, founders, and investors in tech, healthcare, management consulting, and other high-earning industries who need help managing complex tax needs. Many clients are in the wealth accumulation phase of life and need help setting a foundation to successfully manage their finances for years to come.

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How a Solo Tax Advisor Went From $0 to $250K in 12 Months with Harness

Harness Wealth

When a new tax client registers for Harness, the platform recommends three tax advisory firms that align with their unique and personal needs, functioning like algorithmic match-making for the financial services industry. Onboarding tax clients with ease “Client onboarding is pretty quick with Harness.

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The 5 Pillars of Retirement Planning You Should Be Aware of

WiserAdvisor

Furthermore, investment planning enables you to capitalize on market opportunities and harness the potential for wealth accumulation. With proper planning and professional advice, you can enjoy a secure and fulfilling retirement while effectively managing your healthcare costs and ensuring peace of mind for the future.