The mission of The Charitable Payraise® is to help hardworking, long serving folks maximize their after tax cash flow in retirement while supporting the charities of their choice. This revolutionary financial method utilizes a newly patented app, is supported by a powerful tax opinion, and usually improves net income by 20-40%. It represents a new market for charities and corporations seeking to improve the lives of their retirees.
Read more about Bill Lloyd and his team on their SME page.
If you have any questions about our Subject Matter Expert (SME) partnerships, or would like to get started with financial planning to see if one of our SMEs services may be of interest for you, schedule a call with us using the button below:Learn More
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.