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What is the Elite Wealth Plan?

The Elite Wealth Plan is a customized tax reduction strategy and an income-first wealth strategy tailored to individuals' and families' specific financial needs. 

It begins with a comprehensive financial audit and concludes with a customized tax and wealth strategy with an income-first approach.

 

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Stop leaving money on the table and get the financial peace of mind you deserve.

Testimonials

What others have to say about Dana Cornell's Elite Wealth Plan.

After getting to know Dana, I wish I met him back when I was playing [in the NFL]. In fact, every athlete with big contracts and high income should go through his process. Very few know what to do with their money to make predictable wealth in the future. A lot of athletes and musicians lose their chance at being wealthy because they don’t know how to plan and utilize funds.”

Eric Wood, 9 Year NFL Veteran, Buffalo Bills

"It’s proof that Dana is the real deal after both my brother and I separately, doing our own due diligence to find the right professional to work with, both independently found Dana. Since then, we have referred our entire family, he has changed the way we think about investing and the bottom- line impact to our financial freedom has been life changing."

Ryan B., Utah

“I've worked with Dana Cornell for about ten years. When I started working with him I was in the same position as most. I knew I was a good saver but wasn't sure how to turn that into consistent income, and unsure of when I would have enough to "buy my time back" as Dana says and actually retire. As a result of working with Dana and executing the plan he created, I was able to retire in my early 50's, with enough passive income that my assets have now become a legacy to my family, instead of a depleting source of income for me.”

Steve R., New York

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Understand what you own, and why you own it.

Download your copy of Elite Wealth Planning, below.