Client Coordinator
Tanner Russinger
Tanner is the first voice you'll hear from Tax Free Wealth Plan. He confirms the basics, asks the few questions your strategist needs to prepare, and gets your call on the calendar. He does not sell products or quote numbers. Your licensed strategist covers that on your call.
What Tanner does
A short call, then the right strategist.
Tanner is not a salesperson. His job is to make your strategy call worth your time.
He calls first
A five-minute phone call to confirm where you are and what you want the plan to do.
A few questions
Age, income, what you have saved, when you want to stop working. Your strategist walks in prepared.
Then the strategist
He books you with a licensed strategist and hands over his notes. Nothing is repeated.
No products, no numbers
He will not quote a rate or name a carrier. That is the strategist's job, on your call.
Get started
Get your plan with Tanner.
Free. Private. No obligation. Plain English, on your schedule.