Free Tax Consultation

The first step to a more secure financial future starts at our initial meeting.

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At My Wealth Solutions, our team of expert tax advisors are here to help you navigate every financial challenge that comes your way with the confidence only professional advice can provide.

During this initial obligation- and cost-free consultation, you’ll receive:

  • A clear understanding of your current financial situation
  • Answers to every one of your questions
  • A comprehensive overview of your tax options and how they may fit into your financial plan
  • Clarity and direction when it comes to your personal financial goals
  • An outline of the strategies discussed to serve as the roadmap for your financial journey

Let us be your secret weapon for tackling any financial challenge that comes your way!

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Hi, I'm Guy, Managing Director of My Wealth Solutions.

Request your no-obligation 90-minute Discovery session with our experienced financial advisors, and find out what's possible! Online or in-office appointments available.

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"Cory Behrens is extraordinarily knowledgeable and a great listener who has helped set me on the path to retirement."

Amanda Wallas

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My Wealth Solutions Practice of the Year
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My Wealth Solutions Practice of the Year
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Advisor of the Year Ben Budge
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Let’s create the future you’re hoping for

We believe in getting to know our clients first, so we can help make their financial ambitions a reality