The WealthPRIME™ Philosophy is a simple one.
The Cornerstone of this Framework is the WealthPRIME™ Calculator.
WealthPRIME™ is an industry-first, smart calculator that uses the complex tax laws coupled with sophisticated retirement plan vehicles to generate a personalized financial profile based on your income and various other factors.
WealthPRIME™ shows you instantly how to “hack” down your taxes by at least $25,000 and use those tax savings to grow your wealth over time.
Dan Harding, Founder WealthPRIME™ (formerly TaxHACKer)
About the founder
Dan Harding has supplied wealth management services for high-net-worth individuals and firms for the past decade. His areas of expertise include sophisticated financial planning, tax services, and retirement planning.
With the language of mathematics and economics being Dan’s fluency, he’s always had a fascination with cracking codes. Dan consistently challenges himself to not only think outside of the box, but to eliminate the box completely.
He realized that a gap existed between a consumer’s understanding of the new administration’s tax laws, and how to apply those laws to modern-day tax savings. Using his tenacity for seeing things differently and a desire to offer an opportunity to long-suffering taxpayers, Dan single-handedly conceptualized, designed, and coded the WealthPRIME™ (formerly TaxHACKer) calculator to help close this gap.
Seen as his most prized brainchild, WealthPRIME™ offers highly customized financial solutions on a scale only once offered through one-on-one consulting. Dan also acts as the CEO of Retirement Administration, Inc. (RAI). RAI is a third party administration (TPA) firm that helps closely held, profitable companies significantly reduce income taxation with customized retirement plan designs. RAI uses aggressive plan design strategies—unlike your average 401(k) plan—and includes advanced alternative investment opportunities that can exponentially increase account values, and provide maximum tax deductions. RAI and WealthPRIME™ are affiliated companies.
Meet Jeffrey Isaac,
Vice President of Sales
Jeffrey Isaac, a highly respected industry leader, is WealthPRIME’s Vice President of Retirement Sales.
Jeffrey joins WealthPRIME from MassMutual, where he was Managing Director – Emerging Markets, focusing on retirement plan sales up to $25 million in assets. In this role, Jeffrey partnered with plan sponsors, advisors, and financial consultants to respond to client business needs and proactively provided solutions and guidance that resulted in client retention and closed sales. His success earned him MassMutual’s elite President’s Club status after exceeding his sales goals.
Prior to MassMutual, Jeffrey served as a Financial Advisor with UBS for over 10 years. While leading new business development for the team, he provided consulting services to and helped manage a book of business with over $500 million in retirement plan assets under management.
Jeffrey is dedicated to helping financial professionals sell and service more retirement plans. Having been both a financial advisor and recordkeeping insider, he understands both perspectives of the sale and can address your and your clients’ needs as they move toward more sophisticated, wealth-building retirement solutions such as cash balance plans.
Jeffrey holds several professional designations including the Certified 401(k) Professional (C(k)P) through The Retirement Advisor University in conjunction with UCLA’s Anderson School of Business, the Accredited Investment Fiduciary (AIF), and the Chartered Retirement Plans Specialist (CRPS). He’s been Series 7 and 66 licensed since 2002 and has maintained a New York State Life & Health Insurance license since 2014.
Contact Jeffrey Isaac