Extremely secure. Your personal and financial data is protected by the same cybersecurity protocols used by top-tier government agencies. Our systems are: Built on Amazon Web Services (AWS) – the same infrastructure trusted by U.S. government entities. ISO-compliant – aligned with the world’s most respected data security standards. Protected by Amazon Cloud Security – ensuring real-time threat detection, encryption, and data integrity. Additionally, your point of contact, Kob

Yes — every Wealth Guaranteed client gets full access to the 12-411 Client Portal, which is your personal command center for becoming and staying non-taxable using the 12-411 process. What the portal does for you: Automates the hard work – No more driving around to get papers notarized, shuffling through tax forms, or running between offices. The portal streamlines it all. Centralizes your process – You’ll upload your W-2s, 1099s, and supporting documents directly in the port

The 12-411 process moves with you. This is a federal program, authorized by Title 12 U.S. Code § 411, so your exemption is recognized regardless of which state you live in. However, some states — most notably New Jersey and Indiana — are historically less cooperative and may require additional documentation or pushback. That doesn’t mean you’ll lose your exemption. It just means we may need to do more legwork on your behalf to maintain your compliance. Here’s how we handle it

We offer hands-on, high-touch support throughout the entire 12-411 process — and beyond. From the moment you enroll, you’re treated as a Lifetime Client of Wealth Guaranteed. That means you receive ongoing access to our support team, tools, and advisors before, during, and after your 12-411 process is complete. Here’s what support looks like at every phase: During onboarding: One-on-one coaching and guidance through the 10-step client portal Direct access to your assigned adv

Yes — you’ll have direct support every step of the way. Your main point of contact will be Kobe on the Wealth Guaranteed Client Success Team. Kobe is here to serve as your personal liaison — answering your questions, guiding you through the onboarding steps, and making sure your experience is seamless and supported from day one to completion. Here’s what you can expect: 1-on-1 guidance during your 10-step onboarding process in the Wealth Guaranteed client portal Real-time sup

As part of the 12-411 process, you will receive comprehensive documentation for your personal records, including: A full copy of your filed 1040 tax retur Certified mail receipts from both your state and federal tax authorities, confirming they have received your filings Any additional documentation that supports your 12-411 process In addition, we go a step further by teaching you how to keep new records that most people have never been taught to maintain — records that supp