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For professionals, families, and entrepreneurs who were never taught this
Learn how taxes, business ownership, credit, business funding, life insurance, and legacy planning work together — and begin building a stronger financial foundation with practical tools you can use immediately.
In this short introduction, discover what is included in the Blueprint, who it is designed for, and how the six pillars work together.
Wealth Strategy Blueprint E-Book
$27
One-Time Payment
Instant digital access • No subscription • Lifetime access to this edition
One-time payment • Instant digital access • No subscription
Includes the E-Book, Module 1 video lesson & guided educational content
Still have questions?
Not ready to purchase yet? Join our FREE 30-minute Wealth Strategy Blueprint™ training and see how taxes, business ownership, credit, funding, protection, and legacy planning work together.
Free 30-Minute Training + Live Q&A
Trusted by entrepreneurs, professionals, and families looking to strengthen their financial knowledge.
Understand the six pillars that decide your financial outcome
Step-by-step guidance so you can act on it immediately
Workbook • Checklists • Trackers included
The story behind the blueprint
Every year the same conversation happened across the desk. Smart, hard-working people — nurses, drivers, barbers, contractors, new business owners — sitting down in April and finding out that the decisions that mattered were made months earlier.
Not because they were careless. Because nobody had ever shown them how the pieces fit together. How the paycheck connects to withholding. How the side hustle connects to the business structure. How credit connects to funding. How insurance and trusts connect to whatever gets left behind.
So we wrote it down. Plain language, real examples, and a worksheet at the end of every section. That's The Wealth Strategy Blueprint™ — the financial education most of us were never given.
The Freedom Squad team works with real filers, business owners, and families every single season — not theory from a textbook.
Taxes, business, credit, funding, insurance, and legacy planning are taught together, because decisions in one move the others.
Every chapter ends with an action step, a checklist, or a tracker so the reading turns into a decision you actually make.
The problem
Most people only ever see one small piece of their financial picture — the part that shows up on a form once a year.
What you'll learn
Each pillar is a chapter, a worksheet, and a decision you'll finally be able to make with confidence.
Understand how the tax system works and why planning matters.
Learn how business structures can support your financial goals.
Build stronger financial habits and understand how credit impacts future opportunities.
Discover what lenders and funding partners often look for when evaluating businesses.
Learn how protection strategies can support your family and long-term financial plan.
Understand the basics of preserving and transferring wealth across generations.
All six pillars work together to help create a stronger financial foundation.
The path
The Blueprint is sequenced so each part builds on the last — no jumping into advanced ideas before the foundation is set.
Wealth isn't built when taxes are due in April. It's built by the decisions you make the other eleven months of the year.
Limited-time offer
Start with the E-Book or go all-in with VIP. Both give you instant digital access.
Want to go deeper? Each module expands on a specific section of the E-Book with its own video lesson and a more in-depth guided explanation.
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Blueprint Access
$99 Value
$99
$27
One-time payment • Instant digital access • No subscription
Recommended next step — Module 1 + E-Book Bundle
Start with the E-Book for $27, add Module 1 for $67 total, add any individual module for $57 each, or unlock everything with Full VIP — E-Book $27 · Module 1 + E-Book $67 · Modules $57 each · Full VIP $497.
VIP Access
$1,589 Total Value
$1,589
$497
One-time payment · No subscription · No recurring billing
Everything in the Wealth Strategy Blueprint — plus the tools, resources, community, and deeper guidance designed to help you move from learning the concepts to putting your Blueprint into action.
Learn
All 10 video modules + E-Book
Calculate
Interactive financial education tools
Implement
Worksheets, planners, checklists, guides + 90-Day Blueprint
Connect
Private community + deeper Freedom Squad guidance
Consultations are educational in nature and do not replace individualized tax, legal, investment, insurance, credit, lending, or other professional advice from appropriately licensed or qualified professionals.
Get unlimited lifetime access to the complete Wealth Strategy Blueprint learning experience. Each module takes you deeper into the concepts introduced in the E-Book with video instruction, practical examples, guided educational content, and implementation-focused lessons.
Turn financial concepts into numbers you can see, adjust, and better understand. Instead of only reading about financial concepts, use interactive educational calculators to explore scenarios and understand how individual decisions can connect to your broader financial picture.
Included with Full VIP Access — $497 one-time.
Use your own numbers to explore educational scenarios instead of only reading about the concepts.
Use practical worksheets, planners, organizers, checklists, and step-by-step educational guides to turn what you learn into an organized action plan.
Advanced resources are included with VIP Access.
These aren't simply documents to read. They're practical companion resources designed to help you organize information, evaluate your current position, prepare better questions, and work through the Blueprint one step at a time.
Continue learning beyond the videos through the private Wealth Strategy Blueprint community. Ask educational questions, participate in discussions, learn from questions being asked by other members, and stay connected as you work through your Blueprint.
Included with VIP Access.
VIP members can request available one-on-one educational consultations with the Freedom Squad for more personalized educational guidance, accountability, and mentorship as they work through their wealth-building journey.
VIP-exclusive.
Consultations are educational in nature and do not replace individualized tax, legal, investment, insurance, credit, lending, or other professional advice from appropriately licensed or qualified professionals.
Total value
$1,589
Full VIP Access
$497
One-time payment · No subscription
À la carte modules give you access to individual lessons. VIP gives you the complete system.
À la carte
VIP Access — $497
À la carte access lets you choose individual pieces. Full VIP connects the entire system.
$1,589 Total Value
$1,589 Total Value • One-Time Payment • No Subscription
The Blueprint Implementation System
Learn
10 Video Modules
Understand the concepts.
Explore
Interactive Calculators
Test educational scenarios and understand the numbers.
Organize
VIP Resources & Worksheets
Document information, identify gaps, and organize next steps.
Implement
90-Day Wealth Blueprint
Turn education into an organized action plan.
Connect
VIP Community
Ask questions, continue learning, and stay engaged.
Go Deeper
Freedom Squad Guidance
Use available live sessions and consultation opportunities when additional educational support is helpful.
Social proof
What readers say after working through the Blueprint.
Marcus D.
“I finally understand how my withholding, my side business, and my credit all connect. The blueprint made it click in one weekend.”
Alicia R.
“The workbook alone was worth it. I walked into my next planning conversation actually knowing what questions to ask.”
Devon P.
“Plain language, zero fluff. I've read finance books that left me more confused. This one left me with a checklist.”
Simone W.
“As a new business owner, the funding readiness section showed me exactly what I needed to organize first.”
Terrance H.
“The credit tracker and goal worksheets keep me consistent. It turned a vague plan into something I check weekly.”
Nia B.
“I bought it for the tax content and stayed for the legacy planning basics. My family conversations are different now.”
Fit check
The shift
Before
After
The Freedom Squad
Building wealth is rarely a solo journey. Behind every successful financial strategy is a team of experienced professionals committed to helping individuals, families, entrepreneurs, and business owners make informed financial decisions.
Meet the experts who contribute to the Wealth Strategy Blueprint and are passionate about helping others build, protect, grow, and preserve wealth.
Keith Smith is the visionary behind the Wealth Strategy Blueprint. With more than 14 years of experience in tax planning and financial education, he is passionate about helping individuals and entrepreneurs understand how strategic tax planning supports long-term wealth. His mission is to simplify complex financial concepts and empower people to make confident decisions throughout the year.
Rodney Collier brings decades of experience serving individuals, entrepreneurs, and small businesses through tax preparation, financial services, and business operations. His disciplined approach, leadership experience, and commitment to excellence have helped countless clients navigate important financial decisions with confidence. Rodney believes trust, education, and consistency are essential to building lasting wealth.
Ron Castor is passionate about helping individuals and business owners think beyond tax season and embrace a long-term wealth strategy. His expertise in tax planning, business development, and financial education allows him to guide clients toward smarter financial decisions that support both immediate goals and future opportunities.
Ashley Thomas is committed to delivering an exceptional client experience through organization, communication, and operational excellence. He enjoys helping clients understand the financial process while creating an environment built on trust, education, and dependable service. His attention to detail helps ensure every client feels informed and supported.
Brandon Anthony combines expertise in tax preparation, entrepreneurship, business strategy, marketing, and financial education to help individuals and small businesses create stronger financial foundations. His passion is transforming tax preparation into a year-round wealth-building strategy through education, digital innovation, and practical implementation. Brandon believes financial literacy is one of the most valuable investments a person can make.
Financial success begins with understanding how money, taxes, business, and planning work together.
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