Uplevel Protégé · By application
You don’t have a tax problem.
You have a structure problem.
For self-made owners with a six-figure tax bill.
Apply for a call with my TeamA short application, then a 30-minute Private Wealth Review.
Edward Collins, JD, CFP®, AAMS, RFC
Founder & Generational Wealth Creation Architect
You built this yourself.
The companies. The property. The people who count on both.
Your advisors are good.
Nobody owns the blueprint.
Your CPA sees the return.
Your attorney sees the documents.
Your advisor sees the accounts.
The expensive gaps sit between them.
The Real Wealth Matrix
Four pillars. Protect first.
When you make money, you become a target.
01
Asset Protection
Build the Fortress.
02
Tax Reduction
Keep More of Every Dollar That Comes Into It.
03
Wealth Accumulation
Give Those Dollars A Job.
04
Intentional Legacy
Ensure They Ultimately Go To The People and the Causes That You Care About.
Could one business lawsuit reach everything you own?
Even with entities … does each one run separately?
You can’t see a gap from inside it.
That’s what your Generational Wealth Gap Diagnostic is for. In your first 30 days, my Team studies your businesses, property and money, then shows you where the gaps are, in writing.
What would yours show?
Apply for a call with my TeamBy application.
Not every owner who applies is offered Uplevel Protégé.
It’s for owners who want one blueprint built on their facts … and who intend to put it in place.
If you want a loophole, it isn’t for you.
A loophole is not a plan.
Edward Collins
Founder & Generational Wealth Creation Architect
I designed the method. My Team applies it to your facts.
I started in financial planning in 1998. From there I built a tax practice, then an accounting practice, then a fractional CFO company.
I have specialized knowledge of how tax, estate and business structures work together, and of advanced wealth concepts and strategies … backed by a JD, the CFP® certification, and the AAMS and RFC designations. So I see what sits between your advisors.
And for decades I’ve built and scaled companies of my own, and developed my own real estate portfolio.
Everything I teach, I do.
Uplevel Protégé provides strategic consulting, education and guidance … not direct legal representation, legal document preparation, tax return preparation, investment management, or insurance placement. These professional services are provided separately by appropriately licensed or qualified providers under independent client agreements.
Protégé Members may engage affiliated firms specializing in tax preparation and accounting, investment management, and insurance solutions, or any professionals they choose. I maintain ownership interests in certain affiliated firms and may receive financial benefits when Members engage their services.
Engaging any affiliated or recommended provider is entirely optional. Members are always free to retain the professionals of their choice, and no such engagement is required to participate in or receive the benefits of Uplevel Protégé.
The year
One blueprint. Then help putting it in place.
We call it your Uplevel Wealth Blueprint.
It starts with your Diagnostic.
Then your Blueprint, designed on your facts and given to you in writing … for you and your own professionals to review and carry out. We aim to deliver it within 60 days after the Diagnostic, once we have what we asked for.
Up to two one-on-one meetings a month with my Team. I join when your needs call for it. We answer your professionals’ questions about your Blueprint and track the steps with you. We don’t do their work.
The investment
You should see it before you apply.
$60,000.00
Twelve months, paid in full.
Or $65,000.00 on the payment plan.
To begin
$5,000.00 … your Diagnostic and Planning Fee. It counts toward either price. It’s fully earned when paid and isn’t refunded, even if either of us ends the engagement.
The first 30 days
Love It Or Leave It. Either of us may end the engagement by email before 11:59 PM Eastern on day 30, and we’re both released from everything after. Whoever ends it, we send your written Diagnostic findings within 10 business days.
If neither of us ends it
$55,000.00 on day 31, or five payments of $12,000.00 from day 31. After day 30, you’ve agreed to pay for all 12 months. It doesn’t renew on its own.
Questions
Before you apply.
What happens after I apply?+−
A few questions about you and your businesses. Then you book a 30-minute Private Wealth Review with my Team. If Uplevel Protégé fits your facts, they walk you through it, and you see the full agreement before anyone pays. If it doesn’t fit, they’ll say so … and recommend whichever program fits, if any.
Will I work with Edward?+−
Your one-on-one meetings are with my Team, up to two a month. Edward designed the method, and he joins when your needs call for it. Who on the Team serves you may change. What we deliver doesn’t … everything the agreement lists.
I already have a CPA and an attorney.+−
Good. Keep them. Your Blueprint is for you and your own professionals to review and carry out. We answer their questions about it and track the steps with you. We don’t do their work.
We don’t act as your attorney, draft legal documents, prepare your tax return or tell you which investments to buy or sell. Investment advice comes only from a licensed firm, under its own separate agreement with you.
What if it isn’t a fit once we begin?+−
Either of us may end the engagement by email to support@uplevelbydesign.com before 11:59 PM Eastern on day 30. If you email a Team Member instead, it still counts. We’re both released from everything after it.
The $5,000.00 Diagnostic and Planning Fee is fully earned when paid. In those 30 days we do real work for you alone, which is why it isn’t refunded, even if you or we end the engagement. Whoever ends it, we send you your written Diagnostic findings within 10 business days, based on what you gave us. They’re yours to use. Love It Or Leave It is a release, not a refund.
What happens on day 31?+−
If neither of us ends the engagement, your first balance payment is due on day 31. Your $5,000.00 already counts toward either price. Paid in full, you pay $55,000.00 more on day 31, for a price of $60,000.00. On the payment plan, you pay five payments of $12,000.00 starting day 31, for a price of $65,000.00.
After day 30, you’ve agreed to pay for all 12 months, and if you stop taking part, the rest of your payments are still due. The engagement doesn’t renew on its own. Near the end, we meet with you to talk through your options.
What else is included?+−
Access to up to two live group calls a week, and the full four-pillar curriculum in Uplevel University. And a Seat for your spouse, at no extra cost.
Is my spouse included?+−
Yes. Your spouse can hold a Seat at no extra cost. Once they sign their Spouse Seat Acceptance, we can talk with them about your file.
Do you promise a tax result?+−
No honest professional can promise one … your results depend on your facts and your choices. We promise to deliver everything our agreement lists.
Does Edward own the firms you might work with?+−
Edward owns, or owns part of, the Uplevel By Design companies. If you hire one, he may gain from the fees you pay it. You never have to hire them, and our work for you doesn’t depend on it.
You don’t decide about $60,000.00 from a web page.
You decide whether to spend 30 minutes with my Team.
Apply for a call with my TeamApplying commits you to nothing.