Compare the Savings Bundles
3 powerful ways to uncover hidden tax, insurance, and life savings — with a 2x ROI guarantee
How It Works:
Choose the right bundle
Complete the intake form
Meet with a member of the team
Receive a custom plan within 10 business days
Conduct an implementation meeting
Save — or we refund the difference
Choose Your Savings Bundle
Senior Savings Bundle
💵 $997
Tax
– Social Security & RMD strategy
– Deduction maximizer
– Audit protection
Insurance
– Medicare comparison
– Final expense review
Bonus
– Budget planner
– Audit checklist
📌 Literally too much to include it all here.
Real-world value of package: $6,050
Individual Savings Bundle
💵 $897
Tax
– W-2 & 1099 review
– Deduction planner
– Audit protection
Insurance
– ACA audit
– Term/whole life check
Bonus
– Credit builder starter kit
– Risk tracker
📌 Literally too much to include it all here.
Real-world value of package: $6,350
Small Business Owners Savings Bundle
💵 $1,497
Tax
– Entity planning
– QBI optimization
– Audit protection
Insurance
– Liability + key person audit
– Risk shield strategy
Bonus
– Write-off playbook
– Reinvestment roadmap
📌 Literally too much to include it all here.
Real-world value of package: $10,700
Our Savings Bundles bring together services that most people pay multiple professionals to handle separately — tax preparation, financial strategy sessions, a customized savings blueprint, a full NEADS analysis insurance review, IRS audit protection, and preliminary estate planning. The combined market value is $6,050 - $10,000+, but we’ve packaged it so clients can access the same level of protection and planning for a fraction of the cost.
Our Guarantee
We guarantee that the strategies we identify will save you at least 2× the cost of your bundle in a combination of tax, insurance, and personal savings opportunities. If not, we refund the difference. This isn’t about guesswork — it’s about delivering measurable results you can count on. We build lasting relationships on purpose. Because we are invested in seeing our clients win. When you win, we win. Simple as that.
Experience The Value Behind Every Savings Bundle
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Gold Shield Tax & Insurance LLC — “Home of the Savings Guarantee” and “The Tax and Insurance Lady of Titusville”™
© 2025 Gold Shield Tax & Insurance LLC . All rights reserved.
”Home of the Savings Guarantee” and “The Tax & Insurance Lady of Titusville”™ are registered brands of Gold Shield Tax & Insurance LLC.
This site provides general information and does not offer legal, tax, or financial advice. Your personalized Savings Bundle is based solely on the information you provide. Results may vary. All services are subject to client qualification.
💰 Savings Guarantee Terms: If your written action plan does not identify at least 2x the value of your bundle in estimated tax or insurance savings, we will refund the difference. Conditions apply. See Terms & Conditions for full details.
